We Offer Personalized Estate Administration Services

Administering the estate of a loved one comes with many responsibilities. At S.R. LAW, LLC, we strive to provide our clients who have been named Executor/trix or who qualify as Administrator/trix with a systematic evaluation of the steps for properly administrating the estate with the primary goal of avoiding unintended legal and tax consequences. Our attorneys strive to make the estate administration process as straight forward and efficient as possible. Our attorneys work with your financial and/or tax advisors of choice and have our own competent financial and tax advisors to facilitate the necessary personalized planning for both immediate (short-term) and future (long-term) needs so as to structure the administration of the estate to achieve the best possible financial outcome.

Through the estate administration process, the firm assists in managing any assets or liabilities to ensure that distribution occurs according to the appropriate legal protocol. This often requires a complete evaluation of the positions of the estate and beneficiaries.

Some of the duties required for estate administration that S.R. LAW, LLC assists with are as follows:

  • Obtaining necessary values on estate assets and providing advice to the estate representatives regarding the valuation of these estate assets.
  • Evaluation of estate liabilities and any potential cost saving measures.
  • Completing any required Pennsylvania Inheritance Tax Return in a timely manner and providing advice to achieve available discounts.
  • Completing any additional necessary tax filings.
  • Formulating a plan for distribution of any assets and guiding the estate representatives through the process of completing the estate administration either through informal (family agreement) or formal (court accounting) distribution methods.
  • Providing advice for estates that have extensive liabilities to avoid any representative personal liability and to minimize the effect of the liabilities on estate assets.
  • Meeting all deadlines, requirements and ensuring that all rules of estate administration are complied with.

We believe that the most important part of settling any estate is the big picture of how all of the assets, liabilities, estate needs and beneficiary desires work together. A firm with an understanding of the large picture can provide clients hidden value and/or savings through proper personalized structuring of the administration that goes far beyond just filing a Petition.

Trusted Representation For Your Estate Disputes

At S.R. LAW, LLC, we also represent clients in need of counsel for estate litigation. Estate litigation often involves long-standing family disputes. Our law firm will work diligently to help you achieve a favorable outcome and take away the stress that comes with familial disagreements. Our attorneys appear before the Orphans Court to resolve matters related to will disputes, breaches of fiduciary duty and any other matters stemming from administration of estates or breaches of duty.

Contact S.R. LAW, LLC

At S.R. LAW, LLC, we understand how difficult it can be for families to deal with matters involving estate administration and probate on your own. Our firm offers a free half hour consultation to evaluate your case with you. To schedule your consultation, call our firm at 724-794-2929 or email us today.