Estate Administration

Ensuring an estate is transferred in an orderly manner consistent with the decedent’s wishes

The professionals at Reid Michaelis are experienced in estate administration and provide thoughtful and tax-effective advice to executors, both individual and corporate fiduciaries, and estate beneficiaries. The process will often involve:

  • Filing the Will with the probate court
  • Developing the best strategy for fairly and expeditiously administering the estate
  • Finding and collecting assets
  • Closing and opening bank accounts
  • Calculating estate taxes with a view to maximizing the tax advantage for the beneficiaries
  • Valuing, managing,
    preserving and liquidating the estate
  • Effectively releasing the Executor and/or Trustee

Dispute Resolution

Even in apparently straightforward estate cases, there are sometimes disagreements between beneficiaries. When it is in the best interests of our client to preserve family relationships, our attorneys are adept at mediating disputes and finding solutions to problems.