Estate Administration/Probate

We assist clients with navigating the estate administration process through the probate courts by providing the following services:

• Design and communicate steps for the implementation of the plan
• Assist the nominated fiduciary with seeking court appointment and with probate court filings
• Advise the fiduciary regarding the disposition of assets
• Analyze potential estate and income tax issues and ensure that estate tax and fiduciary income tax returns are filed
• Obtain valuations of assets
• Prepare estate inventories and accountings
• Assist with the settlement of claims against estates

We encourage you to read more about our practice philosophy and what it’s like to work with us. For more information about our estate planning and elder law services, contact IBC.