We have significant experience helping clients navigate the probate and trust administration process when a loved one died. Our services include:
- Providing guidance for Personal Representatives and Trustees
- Preparation of federal estate tax return (IRS Form 706)
- Preparation of Washington State estate tax return
- Filing the Will with the court
- Providing required notice to heirs and beneficiaries
- Preparation of an inventory of trust and estate assets
- Preparation of any necessary Disclaimers
- Preparation of a distribution schedule and assisting with any necessary retitling of assets
- Providing notice to creditors and assisting with any creditor claims
- Assisting with Non-Judicial Binding Agreements (“TEDRA”)