Estate Administration: Probate, Executor of an Estate, Inheritance Tax
At Marshall, Parker & Weber, we understand the stress that is involved when a loved one passes away. There are so many things that need to be done all while you and your family members are grieving. We know the estate administration process can be overwhelming, especially for the executor of an estate. We are an elder law firm that specializes in this area and we’re here to make this difficult experience as easy as possible for you and your family.
De-mystifying Estate Administration
Download our whitepaper to learn the basics of estate administration.
- What is probate?
- How much is the inheritance tax?
- What does an executor do?
- What does trust administration entail?
As a client of Marshall, Parker & Weber, we will walk you through the entire estate administration process – from probate to estate tax – and strive to relieve a great deal of your burden. You don’t have to be a current client to use our estate administration services – we help people who are new to our firm and just need help navigating their role as executor of an estate. We will get to know you and your family and help you through all of the estate administration details.
Our attorneys and case managers have decades of experience handling a range of issues, from simple to complicated estate and trust administrations. We know what to expect and how to prepare you for the process. Because we specialize in elder law, our attorneys and case managers stay up to date through continuing legal education on the probate, inheritance tax, estate tax, death tax and Medicaid Estate Recovery laws that encompass estates and trusts. Our clients never feel like they are administering an estate alone.
At Marshall, Parker & Weber, we will:
- Accompany you to the courthouse to be sworn in as executor or executrix.
- Walk you through the probate process.
- Work to protect you, your family, and heirs from creditor claims.
- Advise and respond to Medical Assistance Estate Recovery claims.
- Inventory, consolidate, and retitle assets.
- Prepare and file state and federal inheritance tax returns according to the most recent tax codes and rules.
- Pay debts and expenses.
- Prepare family settlement agreements, accountings and other paperwork.
- Distribute assets to beneficiaries.
- Work in conjunction with your financial advisors and tax preparers to ensure that all facets of estate administration are addressed – including inheritance tax, estate tax and death tax.