Probate Estate Administration in the handling of our client's estate from inception to completion as Personal Representative.
Probate Estate Administration
A&D Cares provide fiduciary services to law firms and their clients as Personal Representative of decedent's estates.
Duties of a Personal Representative
- Locate, study and file original will with Court
- Inventory and safeguard assets
- Collect income, verify and pay obligations
- Manage investments
- Review stock holdings/confer with brokers
- Income tax return filing
- Consult with outside accountants and attorneys, as necessary
- Secure personal property
- Prepare real property taxes and assessor's transfer exclution forms
- Manage decedent's business, if applicable
- Notify beneficiaries and creditors
- Prepare and file accounting
- Produce financial reports
- Distribute estate, or if no will, determine heirs according to law
