Copps DiPaola Silverman, PLLC represents clients in all types of probate matters. We represent administrators and executors in contested and uncontested probate matters. We draft legal documents for clients and attend court appearances, if necessary, in a particular case.
The duties of the executor/administrator include, generally, the following:
- Filing the probate/administration petition and ancillary forms
- Serving citations or obtaining waiver/consents from all distributees
- Providing notice to all others named in the Will
- Once Letters are issued by the Court, obtaining an EIN for the Estate
- Opening an Estate bank account
- Gathering the assets of the Estate
- Paying the debts of the Estate
- Filing tax returns for the decedent, filing fiduciary returns, filing gift tax returns, and filing estate tax returns (if necessary in a given case)
- Distributing the remaining funds to the distributees/beneficiaries
- Accounting to the court and beneficiaries/distributees (unless waived by the beneficiaries/distributees)
- Calculating their own statutory commission if they are planning to take a commission
We can help our clients with as many or as few of these tasks as needed. We can also provide referrals for professionals, such as real estate agents, estate sale companies, accountants, and financial advisors.
Copps DiPaola Silverman, PLLC also has experience handling formal accountings from the side of preparing the accounting for the executor/administrator and from the side of filing objections to an accounting by a beneficiary.
We also represent beneficiaries in contested or potentially contested probate matters, when the beneficiary feels they can benefit from having someone keeping close track of the proceedings on their behalf to make sure that nothing inappropriate occurs.