ESTATE AND TRUST ADMINISTRATION

Estate

Work with the executor/administrator to carry out their duties including but not limited to:

  • Seeking Executor/Administrator appointment through the Surrogate Court
  • Obtain Administrator Bond
  • Gathering and inventorying all assets of the estate
  • Obtaining date of death balances of all the assets
  • Collecting any payments or debts owed to the estate
  • Paying any debts owed by the estate
  • Preparing and Filing NJ Inheritance tax returns
  • Distributing assets to the beneficiaries as stipulated in the Will, Trust or Laws of Intestacy.

Proficient Paralegal Services goal is to take as much off of the Executor/Administrator’s plate as possible in order to make the Estate Administration process as smooth as possible.

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