Estate Settlement


Dealing and coping with the loss of a loved one is a difficult and challenging task. Depending on the organization of your loved one, the task of sorting through everything can be difficult and time consuming. Those with more complex financial situations may require the use of professionals experienced in estate settlement.

We will guide you and your family through the process of settling an estate: identifying, accounting collecting and managing assets, developing tax minimizing strategies, and ensure proper asset valuation. In accordance to the decedent's wishes, we will ensure impartial proper distribution and transfer to appropriate parties and ensure expenses of the estate are settled in a timely manner. From start to finish, we will be with you and ensure proper final estate settlement. We reduce some of the burdens of estate settlement to give you time to be with your family and friends.

With our personalized service, you always have direct access to the professionals engaged in the estate settlement process. Whether named as a trustee or representative of a loved ones' estate, we will ensure that you comfortable and kept abreast of pertinent information throughout the entire process.

We work directly with our clients and are involved as necessary depending on their needs.

Frequently asked questions

What is estate settlement?

When someone passes the beneficiaries/heirs/executors/administrators may be required to probate the estate. In some instances when estate values fail to meet a minimum threshold, a simplified estate settlement process may be utilized. During estate settlement, assets of the decedent are inventoried, accounted for, valued, debt outstanding are paid, and distributions and transfers of property occur.

For those passing without any specific estate plans with assets are said to have died intestate. When someone dies intestate, presumptive heirs may be required to petition the courts to receive proper authority to manage the affairs of the decedent's estate. Typically, an attorney working on behalf of the heirs or responsible party will petition the court for letters of administration or letters testementary. The exact title of this authority granting document will vary.

Why would i need to help in estate settlement?

Depending on the preparation done by the deceased, estate settlement can be minimal or complex. Aside from coping with the loss of a loved one, more heirs neither have the time nor experience to account for, value, transfer and or dispose of assets in a timely manner. We assist from the intial phase all the way up the eventual asset disposal and or transfer.

Will an attorney be necessary?

The amount of estate planning prepared by the deceased will determine this need. Those passing intestate will require letters of administration. Sometimes these authoritative documents may be called letters testementary. Essentially, these documents provide authority to those who will eventually fulfill the role and duties of managing the affairs of the estate. We are NOT attorneys, but do have extensive professional relationships with professionals who may assist with the process as needed.

Could i settle the estate myself?

Yes, you can but keep in mind that you have just lost a loved one or friend. The passing of a loved one can be an emotional drain just as much as the time necessary to manage the affairs of the estate.Depending on the time constraits of a family, adequate time may not be available to settle the estate in a timely fashion leading to loss of unnessary value.

How are you paid?

Our fees are clear and transparent. All our estate settlement services are estimated in a lump-sum and not based on asset values. The fees estimated are competitive against services provided by trust companies and attorneys.

What are some issues that may occur?

- A will can be determined to not be valid
- Deadlines can be missed
- Families can be divided
- Estate asset distribution may be delayed
- Other ancilliary assets may be neglected

If you want a basic understanding of estate planning, please visit the section listed below: