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Probate Settlement
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PTE Services has been advising clients
for more than twenty years in
the
areas
of Probate and
Trust Settlement issues. This specialization
provides you with a knowledgeable tax person who can also advise you
in the areas of Estate Planning and Estate Matters. |
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Services Provided
Assist the Attorney in Probate
matters, such as documents to be filed and preparation of the paperwork to
get valuations for the inventory.
Calculate the allocation for
the decedent's final income tax return and the first Estate Income Tax
Return
Prepare the Estate Income Tax
Returns until the Probate is complete
- Prepare
partial and full distribution receipts for the beneficiary
Prepare paperwork to transfer
assets from the probate Estate to the beneficiary
Let us know what we can do for you!
Mail me at the above address, or
Email me!
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