Estate Administration Services
Expert guidance through the complex process of estate administration, ensuring your loved one's wishes are carried out efficiently and with care.
What is Estate Administration?
Estate administration is the legal process of managing and distributing a deceased person's assets according to their will or state law. This complex process requires careful attention to legal requirements, tax obligations, and the interests of all beneficiaries.
Our experienced team guides executors and administrators through every step of this process, ensuring compliance with California law while protecting the interests of all parties involved.
Our Approach
- Comprehensive asset identification and valuation
- Tax planning and compliance
- Creditor notification and debt resolution
- Beneficiary communication and distribution
Our Estate Administration Services
We provide comprehensive estate administration services to ensure a smooth and efficient process for all parties involved.
Executor Representation
Legal guidance for executors named in wills, ensuring proper fulfillment of fiduciary duties and legal obligations.
Tax Planning & Filing
Comprehensive tax planning, including estate tax returns, income tax returns, and property tax reassessment.
Beneficiary Advocacy
Representation of beneficiaries to ensure their rights are protected throughout the administration process.
Asset Management
Professional management of estate assets, including real estate, investments, and personal property during administration.
Court Filings
Preparation and filing of all necessary court documents, including petitions, inventories, and accountings.
Timeline Management
Ensuring all deadlines are met, including creditor claim periods, tax filing deadlines, and court requirements.
The Estate Administration Process
Understanding the steps involved in estate administration can help prepare you for what to expect during this process.
Initial Consultation & Assessment
We begin with a comprehensive review of the estate, including the will (if any), assets, debts, and family dynamics to develop an administration strategy.
Court Proceedings & Appointment
Filing necessary petitions with the probate court to appoint the executor or administrator and begin the formal administration process.
Asset Inventory & Valuation
Comprehensive identification and valuation of all estate assets, including real estate, investments, personal property, and business interests.
Creditor Notification & Debt Resolution
Notifying creditors of the death, reviewing and resolving valid claims, and ensuring all debts are properly addressed before distribution.
Tax Planning & Filing
Preparation and filing of all required tax returns, including estate tax returns, final income tax returns, and fiduciary income tax returns.
Final Distribution & Closing
Distribution of remaining assets to beneficiaries according to the will or intestate succession laws, followed by final accounting and estate closure.
Need Help with Estate Administration?
Our experienced team is here to guide you through every step of the estate administration process with compassion and expertise.