Estate Administration
Over many years of counseling hundreds of clients, we have refined an efficient process for the settlement of decedents’ estates. Estate administration involves the actual implementation of an estate plan and ensures that all applicable government reporting requirements are met. With the benefit of our professional experience in this field, we are able to support clients through the journey of settling the estate of a loved one with precision and compassion.
Our services include:
Probate Court Filings for the probate of wills and the appointment of personal representatives for testate and intestate estates
Collection and distribution of a decedent’s assets
Federal and Maine estate tax issues and reporting requirements including the preparation of estate tax returns (Forms 706 and 706-ME)
Preparation and filing of the Estate income tax returns
Accountings and communications to beneficiaries
Consideration of disclaimers
Section 3-912 agreements to modify distributions under a will
Informing and documenting the tasks and timeline for the fiduciary and the beneficiaries