The time and effort invested in planning an estate will likely be wasted if proper steps of administration are not taken following a death. At Andrews Barth & Harrison, PC, we work closely with surviving family members, Executors, Trustees, and other professional advisors to ensure the estate plan is appropriately implemented. The particular tasks required will vary depending on the size and nature of the assets and the specific planning done prior to death, and may include the following:

• Probate of a Will
• Heirship Proceedings (if no valid Will)
• Creating and Funding of Testamentary Trusts
• Assets Valuations and Allocations
• Estate Tax Returns
• Claiming Benefits from IRAs, Other Retirement Plans, or Life Insurance

• John C. Andrews
• Catherine E. Bright