We Understand The Process

From filing the appropriate court documents and estate tax returns on time to transferring accounts to distributing assets, we are well versed in the steps that are required to satisfactorily close an estate.

Even simple steps such as knowing where to advertise estate notices and dealing with final expenses can be overlooked in times of great emotion and grief. That’s where we excel—taking the lead in the settlement process to make sure you don’t miss any detail.

In addition, if a settlement is more complex or requires additional services, we have legal and accounting professionals to call upon.