Estate Administration

The estate administration process can be an emotionally daunting task for a grieving family. We handle all aspects and approach every estate administration with empathy and respectful professionalism to execute the task as smoothly and efficiently as possible - allowing your family to grieve with the least disturbance and continue with their lives.

The administration of an estate can be a complex legal undertaking that's dependent upon a number variables. We will relieve you of this burden as we determine the necessary courses of action.

There are a number of formal steps and considerations to be undertaken in the administrative process and we will diligently ensure each of them is efficiently executed.

This administrative process includes:

  • Consulting with family members to decide if a formal estate administration needs to be undertaken
  • Ascertaining whether a spousal and/or dependent allowance is in order
  • Advising clients on court approved allowable expenses attributable to the estate
  • Assessing whether the decedent had a valid will
    • If there is a valid will: filing an Application for Probate and Letters Testamentary or Administration CTA in order to get an Executor or Executrix, or Administrator CTA or Administratrix qualified, respectively
    • If there is no will : filing an Application for Letters of Administration to get an Administrator or Administratrix qualified
  • Obtaining Letters for the Executor or Administrator
  • Obtaining an Employee Identification Number for the estate to open an estate bank account
  • Running the Notice to Creditors in the newspaper
  • Disputing any invalid claims of creditors
  • Filing the 90 Day Inventory
  • Filing the Affidavit of Notice to Creditors
  • Filing the Estate Tax Certification
  • Filing the Final Account to close the estate and distribute estate assets

Through it all, you can trust our attorneys and have peace of mind knowing we are your advocates during the difficult times.