Probate

Probate

The Court-issued ‘Certificate of Appointment of Estate Trustee’ (commonly called ‘Probate‘) allows the Executor to control estate assets and distribute to beneficiaries. Working with the Estate Trustee (Executor) we gather asset and other information to prepare and submit an application to Court whether or not there is a Will. We also assist in obtaining an Executor’s Bond which is usually required if there is no Will.

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General Tax information for Estate Trustees

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Advice for Handling Estate & Trust Accounting

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Foreign Executors, Trustees, and Attorneys

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