ESTATE ADMINISTRATION

UZAMERE & ASSOCIATES, PLLC.

ESTATE ADMINSTRATION, WILLS AND TRUSTS

We assist with estate administration from opening probate and defending the will, through testamentary trust creation and administration of the assets, to distribution of the estate and closing the probate.

COMPLETE OUR ESTATE ADMINISTRATION INTAKE FORM, We will get back to you within a few hours of your request.

· Examination of assets and liabilities.

· Examination of Wills and other documents relating to the disposition of property including Revocable Trust.

· Examination of income tax returns and matching of assets to declared income.

· Examination of income in respect of a decedent and sources of income and time of payment.

· Obtain Federal Tax Identification Number for estate.

· Evaluation of post-mortem income tax plan for estate.

· Obtain access to Safe Deposit Box; examination of Safe Deposit Box.

· General counsel regarding safe guarding of assets.

· Valuation of assets and discussion of alternate valuation. (Federal/State)

· Determination of immediate cash needs of estate beneficiaries.

· Preliminary Analysis with regard to cash requirements of estate.

· Liquidation of necessary assets to raise required cash.

· Retention of assets by letter of agreement with adult estate beneficiaries, indemnification of fiduciary by beneficiaries/liquidation of estate securities.

· Examination of debts as received and payment.

· Creditor issues.

· Preparation and filing of legacy receipts and payment thereof.

· Finalize preliminary analysis and post-mortem estate income tax plan.

Phone: 718-409-3389

Fax: 718-504-5326

E-mail: info@uzalaw.com

To contact us:

ESTATE ADMINISTRATION,WILLS AND TRUSTS