It is a difficult life experience when those close to us pass on, and confronting that loss can be a hard and consuming process. Stock and Leader has a long tradition of providing premier service in the area of estate administration. We are here to work with you, and to help you navigate the challenges, complexities, and legal requirements of the estate administration (probate) process. Contact us to arrange for a confidential meeting in any of the following areas:
- Submitting a Will to the court
- Appointment to an executor (representative of the estate)
- Explanation of fiduciary roles for executors and trustees
- Identification of estate assets and non-estate assets
- Identification of debts and liabilities of an estate
- Preparation and filing of an estate inventory
- State and Federal tax analysis
- Preparation and filing of estate tax returns
- Preparation and filing of an estate accounting
- Distribution of estate assets to beneficiaries
- Distribution and taxation of IRAs, annuities, and savings bonds
- Life insurance and death claims
- Will challenges - disputes and contests
- Estate beneficiary disputes
- Objections to estate distributions and accountings