Estate Settlement Services
When a person passes away, his or her estate property must be collected, valued, and distributed under default laws or according to his or her estate plan. For families and personal representatives, the process can be complicated and stressful to manage alone. We prepare and file probate petitions, oversee the collection and valuation of assets, address debts and creditor claims, coordinate with tax accountants, and ensure that property is transferred to heirs or trusts. Our role is to see that the estate is administered correctly, efficiently, and in compliance with all legal requirements.
Compassionate Guidance Through Life’s Complex Transitions.
Our Approach to Estate Settlement
Professional. Experienced. Efficient.
Estate settlement involves managing legal requirements, deadlines, and detailed paperwork that can be difficult to manage alone. We draw on our experience to navigate probate, tax planning, creditor issues, and efficient asset transfers. Our goal is to take the burden off families and personal representatives so the process is handled smoothly and without unnecessary hassle.
Estate Settlement Includes
Settling an estate can involve a number of unfamiliar tasks, often during a difficult time. We help simplify the process by providing guidance on what will happen—and then managing the legal steps on your behalf.
Preparing and Filing Probate Documents
We handle the required court filings and help you understand what to expect throughout the process.
Appointing the Personal Representative
We help the appropriate person become legally authorized to administer the estate.
Identifying Heirs and Beneficiaries
We assist with identifying who is legally entitled to inherit under the law or a will.
Advising on the Transfer of Assets
We provide guidance to the Personal Representative on how to handle estate assets, including bank accounts, retirement funds, real estate, and more.
Pricing and Engagement
Clear scope, consistent communication.
Estate settlement services are typically billed on a “base engagement + hourly” basis due to the range of complexity from one case to another. Before we begin, we’ll walk through the likely steps, discuss the estate’s details, and outline a proposed scope of work. You’ll receive a clear picture of what’s involved, both in terms of timeline and cost, before any work begins. Initial consultations are always free.
What Affects the Scope and Cost:
Estate Complexity
Larger estates or those involving unique assets such as real estate, business interests, or out-of-state property often require additional coordination and filings.
Whether There Is a Will
The presence (or absence) of a will can impact the probate process and influence how the estate is administered and distributed.
Number of Heirs or Beneficiaries
Working with multiple heirs may require more communication, coordination, and legal documentation throughout the process.
Required Court Filings
Some estates require minimal court involvement, while others demand a more intensive probate process and ongoing filings.
Asset Transfer and Distribution
Handling account closures, property transfers, and beneficiary distributions can vary significantly depending on the estate structure.
From Our Clients
Facing the Probate Process? We’re Here to Help.
Administering an estate can feel overwhelming, especially during an already difficult time. We guide you step by step, handling court filings, asset transfers, and legal responsibilities with clarity and care. Let’s talk about what comes next.