Estate Administration

Upon the death of an individual, the property owned by the decedent is known as "an estate."  Whether the property is being transferred by will or trust, the "estate" must be managed and administered. An Inheritance Tax Return is required to be filed in the state of last residence. Large estates also have to file a Federal Estate and Gift Tax Return.

Yardley Legal Services provides complete estate administration services, including:

• Initial meeting with heirs to review assets of the Estate
• Arranging for the executor to be appointed if there is a will and for the Administrator to be appointed if there is no will. 
• Notice to beneficiaries
• Preparation and filing of Inheritance Tax Return
• Accounting of assets and expenses to heirs
• Manage sale of real estate and other assets and distribution to heirs