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Helping Executors Perform Their Duties

When someone passes away, he or she leaves behind an estate that must be administered by an appointed executor. The executor has several responsibilities, many of which are complicated and require strict attention to detail.

At Levine Haddad & Gregory, LLC, our Springfield attorneys help people perform their executor duties to ensure no mistakes are made, and problems do not arise down the road. We routinely provide these services to surviving spouses, children, other family members and anyone who feels overwhelmed by their executor responsibilities.

Understanding The Responsibilities And Duties Of An Executor

Even individuals who have previously served as an executor can get bogged down with all they have to do. If this is the first time you have been appointed, you might have no idea where to begin. That is where our firm comes in and takes the burden off your shoulders. Many of our attorneys have more than 20 years of estate administration experience and will:

  • File tax returns, including for state and federal death taxes
  • Distribute assets according to the will or other estate documents
  • Locate and evaluate estate assets, including businesses, real property and investments
  • Pay debts and notify creditors of any probate proceedings
  • Establish an estate bank account
  • Deal with beneficiaries who might disclaim their inheritance or property interest
  • Perform all other duties as necessary

It is important to close an estate the first time correctly. We have helped many clients who have made minor mistakes on their own, only to have the federal or state government demand a remedy years later. For example, if you miss a step on the complicated federal and state estate tax returns, the estate could still owe money you allocate elsewhere. Additionally, many people may miss an inheritance tax, especially those who do not know the law.

Learn More By Contacting Our Attorneys

Our lawyers are detail-oriented and results-focused. Because we work with estates daily, we can anticipate potential audit issues before they become a concern. Contact our New Jersey law office online today or call 973-834-3820 to schedule an appointment with one of our experienced attorneys.