Transactional Probate
Being named an executor can be overwhelming, and knowing where to start is crucial. We can help you through the process.
Our Approach
One of our primary objectives as your estate planning firm is to avoid probate. We know how difficult this process can be for families, and it is wholly unnecessary. Without planning ahead, you may need to pay experts (such as attorneys, CPAs, financial planners) to transfer your assets to your beneficiaries. However, in the event your find yourself responsible to open, settle, and close and estate, we are here for you.
We work directly with Executors/Personal Representatives to open, settle, and close estates. Our support ranges from provided advice to full service, or “We take care of everything.” Whether we are assisting or completing Probate for you and the estate, we
- Identify assets and how they are owned. This includes life insurance policies and retirement accounts
- Valuing assets for transfer and taxation purposes
- Settling debts and liabilities
- Assist on the proper method to pay, minimize or eliminate taxes completely. This includes both the US Federal Estate Tax and PA and NJ’s inheritance tax
- Address conflicts
- Distribute assets
- Ensure compliance with State and Federal Law
- Support from our networked Financial Planning, Accounting, and Taxation team
- Addressing claims against the Estate
- Settling and Closing the Estate, properly
- Identify assets and how they are owned. This includes life insurance policies and retirement accounts
- Valuing assets for transfer and taxation purposes
- Settling debts and liabilities
- Assist on the proper method to pay, minimize or eliminate taxes completely. This includes both the US Federal Estate Tax and PA and NJ’s inheritance tax
- Address conflicts
- Distribute assets
- Ensure compliance with State and Federal Law
- Support from our networked Financial Planning, Accounting, and Taxation team
- Addressing claims against the Estate
- Settling and Closing the Estate, properly