Search

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.

0 views

Law Office of

Ruth P. George

Office Address:

29 California Drive 

Williamsville, NY 14221

 

Ph: 716-982-1662

E: ruth@ruthpgeorgelaw.com

  • Facebook icon
  • LinkedIn Social Icon

THIS IS ATTORNEY ADVERTISING. THE MATERIAL IN THIS WEBSITE DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP AND IS FOR INFORMATIONAL PURPOSES ONLY. THIS WEBSITE CANNOT BE USED AS LEGAL ADVICE AND AN ATTORNEY SHOULD BE CONSULTED TO ENTER INTO AN ATTORNEY-CLIENT RELATIONSHIP FOR LEGAL ADVICE. ALL RIGHTS RESERVED.

© 2023 by Ruth P. George
Proudly created with Wix.com

Contact Us