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 family and heirs
- Scheduling of probate of will
- Notice to Beneficiaries
- Negotiation with Creditors of Estate
- Inventory Safe Deposit Box
- Status Report and Inventory
- Accounting
- Preparation of State Inheritance
Tax Return and Federal Estate and Gift Tax Return,
if required.
FREE INITIAL CONSULTATION FOR ESTATE PLANNING
After the free initial consultation, the attorneys at Yardley Legal Services will recommend what estate planning documents are needed and the legal fee. In addition to the preparation of wills and trusts, Yardley Legal Services will assist you in transferring your assets to your trusts so that your estate plan is successfully carried out. The estate plan must include correct titling of assets and properly named beneficiaries on non-probate assets.
