Our estate settlement group concentrates solely on estate administration. This professional experience has allowed them to provide excellent personal service for this valued client and her beneficiaries.
Meet Ms. Brown.
Ms. Ann Brown was a trust customer for six years. She had no children and no immediate family in existence. When she passed away at 86 years old, we stepped in right away to make burial arrangements and secure her real and personal property.
Settling the estate.
We hired an attorney to file the will for probate. Once we were appointed Executor, we began the formal settlement process.
We analyzed Ms. Brown’s bank statements to see what kind of bills might be due. We looked at her tax returns to identify the income producing assets.
The settlement process progressed smoothly. By handling the estate fairly and efficiently, conflict among the beneficiaries was avoided.
All of the tax deadlines were met, including the filing of a Form 706 Estate Tax Return. A closing letter was received from the IRS.
All necessary entities were notified of Mrs. Brown’s death. The real estate was sold and all her debts and expenses were paid. Finally, the assets were distributed in accordance with her will.
A good outcome.
Because we stepped in immediately upon Ms. Brown’s death, there were no delays in the burial arrangements or safeguarding of her assets. The beneficiaries of Ms. Brown’s estate were very appreciative. They were glad that a plan had been in place to take care of the burial arrangements and to secure the property. They felt that our experience in these matters helped to make the process efficient and seamless.
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