During one of life’s most difficult times, you’re not alone in managing the legal, tax, and financial affairs to best protect your family. That is why we’ve developed The Estate Settlement Program® Guide – our unique legal process designed to provide you with comfort and clarity over the issues that worry you today. The program consists of seven modules that we work through together.






























- Review The Estate Settlement Program® Guide seven module process
- Review your completed Estate/Trust Administration Questionnaire. (Contact us to obtain a copy.)
- Review your duties and responsibilities as personal representative/trustee
- Confirm this firm’s engagement as your attorney













































The personal representative/trustee has a primary duty to first notify and clear creditors prior to making distributions to beneficiaries. This stage of the process leads you through the legal requirements to satisfy one of the most important obligations.















This stage of the process concentrates on a very important element of any estate administration - the proper reporting and payment of taxes. It will be important to have a qualified tax return specialist on the professional team – preferably a Certified Public Accountant (CPA) who is well versed with income, gift, estate and generation skipping transfer tax reporting.






























We’ve made it through this Estate Settlement Program® and have successfully completed what has probably been for you an emotional and arduous process. Congratulations! You may have open points or questions going forward, and there may be estate, tax and financial opportunities available to take advantage of. This module serves to organize your thinking and clarify outstanding points.