Estate Administration

The passing of a loved one is an emotionally difficult time for family and friends. With this comes a time to bring the personal and financial affairs of the decedent to close. For those charged with the responsibility, administering the estate of a decedent can be daunting.

The responsibilities include but are not limited to:

  • Assisting with funeral arrangements
  • Probating the decedent’s will (or if there is no will, the court process of administration)
  • Confirming the appointment of an executor or administrator
  • Properly advertising the estate
  • Notifying all beneficiaries and creditors 
  • Marshalling the decedent’s assets
  • Making payment of all final expenses and debts of the decedent
  • Preparation of all final income tax returns and payment of income taxes
  • Preparation of a Pennsylvania inheritance tax return and the payment of tax due thereunder
  • Accounting for all funds and other assets into and out of the estate, including proof of payment to all estate beneficiaries
  • Closing of the estate
Contact us today for more information on these surfaces.