Due to the complexities of many contemporary estate planning techniques, the process following a person's death often includes a combination of probate, trust, and other non-probate administration. We are proficient in administering complex estates with any combination of the foregoing; below is a short representative list of the services we provide:

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• Prepare and file all documents necessary to open a probate estate, including a Petition for Probate, Inventories, and Administration Accounts

• Identify, establish values, and collect all assets of the Estate or Trust

• Implement a formal accounting system to track all financial activity in a trust and estate for subsequent reporting

• Obtain tax identification numbers as needed

• Establish and manage the Estate or Trust Operating Bank Account

• Maintain financial records for the Estate

• Communicate directly with other advisors such as Accountants and Financial Advisors to ensure all aspects of the Administration are in tune

• Publish Notice to Creditors and send statutorily required Notices to Trust Beneficiaries

• Calculate Inheritance Tax if applicable and file the necessary reporting documents

• Prepare Liability Releases for Trustees and Personal Representatives to ensure they are protected from liability related to their administration

• Prepare all necessary tax returns, including Estate/Trust Income Tax Returns, a decedent's final Individual Income Tax Returns, and Federal/Maryland Estate Tax Returns if applicable.