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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”)