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  • Writer's pictureRuthPGeorge
    • Jul 10, 2020
    • 1 min read

Estate Matters are important!

When an individual passes away and estate may need to be opened in Surrogate's Court. This is a general overview of some of the typical estate matters to be handled:


* Determining if there is a Will or Wills

* Determining family information

* Determining assets

* Reviewing the fiduciary or fiduciaries to be appointed and preparing all necessary paperwork to file with Surrogate's Court

* Obtaining fiduciary appointment(s)

* Determining the rights of all interested parties pursuant to state law and the Will, if there is one

* Marshalling estate assets

* Protecting and insuring estate assets

* Handling real estate as a very important estate asset that needs special attention

* Determining potential timelines for managing items within the estate

* Filing personal income tax returns, if necessary

* Handling out-of-state property, if applicable

* Opening an estate checking account

* Filing tax returns for the estate

* Handling any creditor claims

* Handling any complications that may arise within the estate

* Handling distributions appropriately

* Preparing an accounting

* Preparing paperwork for beneficiaries receiving distributions from the estate

* Closing the estate in Surrogate's Court


It is a process that requires diligence and thoroughness! Contact me today to get started.

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