Being called upon to be the executor or administrator of an estate can be an overwhelming affair. There are many things to consider and risks associated with assuming this important responsibility. We can help ease the administrative burden with our estate administration services:

  • Asset inventory & valuation
  • Prepare and file final personal tax return
  • Determine elections
  • Prepare and file estate returns
  • Post mortem tax planning
  • File for benefits
  • Close accounts
  • Notifications
  • Settlement of the estate

We can perform all or part of the services you require, or provide on-demand coaching to help you administer an estate.