Wayne W. Smith, CPA

Estate, Trust, and Small Business Tax Preparation

805.496.5005

wayne.smith@yahoo.com

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Estate Administration

Our administration services include but are not limited to:

1. Meeting with beneficiaries to discuss the administration process.
2. Professional and impartial administration of estate assets according to the terms of the will.
3. Review of the inventory of estate assets.
4. Obtaining appraisals when required.
5. Assure that any required insurance is in place during the administration process.
6. Account for any monies owed to the estate.
7. Assure that cash and investments held in the estate are invested with the objective of preservation of assets during the administration process.
8. Arrange for the sale of assets as deemed necessary to settle the estate.
9. Establish any trusts required by the will, including funding of same with designated assets.
10. Use of estate funds to pay required bills and obligations necessary to fulfill the terms of the will including required appraisals and payments to taxing authorities.
11. Provide an accounting of assets, income and expenditures according to methods required by the court of jurisdiction.
12. Distribution of estate assets to beneficiaries.