Managing an estate is typically complex and something of an ordeal. On the one hand, the administrator is grieving the loss of somebody close to them. On the other hand, they are tasked with duties that require objectivity and fairness. This dual role can be challenging, as the executor must navigate their personal feelings while maintaining a sense of duty to the Estate and its beneficiaries. We help you manage estate-related duties fairly and prudently.
The formal initiation of the estate administration, or the act of "raising an estate" usually involves probate, where the deceased's will is validated by a court, or an administrator is selected in the event there is no will. In Pennsylvania, procedures for doing this can vary significantly by county. Our firm represents you through this process so that you can focus on things that matter more.
From there, we identify, collect, account for, and manage the assets that pass through an Estate or could be subject to the Pennsylvania Inheritance Tax. Our team works diligently to locate all assets, determine their value, and secure them for the Estate. This may involve everything across the portfolio of Estate property, from bank accounts to managing real estate holding to closely-held business interests.
Our firm advises decision makers on the prioritization and payment of debts, including funeral expenses, outstanding loans, and inheritance taxes. We ensure that these payments are made in a way that minimizes the impact on the estate's assets while properly minding your duties under the Pennsylvania Estates and Fiduciaries Code.
In cases where disputes arise, whether among beneficiaries, with creditors, or regarding the administration of the estate itself, our firm provides efficient and robust litigation support. We handle a variety of contentious issues, including:
Our team offers guidance and representation in surcharge actions, where beneficiaries may seek compensation for alleged mismanagement of estate assets by the executor. We also assist in situations where there is a demand for an executor to provide a detailed accounting of the estate's management.
At our firm, we understand the emotional and legal complexities involved in managing an estate. Our experienced attorneys provide comprehensive services to guide you through every step of the process, from probate to asset distribution. We are committed to:
By entrusting your estate administration needs to our firm, you can have peace of mind knowing that your duties will be carried out with the utmost care, professionalism, and attention to detail. We are here to support you every step of the way, ensuring that your loved one's wishes are respected and their legacy is preserved.
