In our estate practice, we work closely with family members to preserve harmony during what can be a sensitive, stressful time. Our in-house team has handled estates with a wide range of value, from insolvent to more than $40 million. We attend to every detail of the estate administration process, including probate, estate tax, post-mortem planning, sale of estate property, income tax advice, planning and preparation.
Fletcher Tilton not only offers the assurance of quality counsel, our attorneys are involved in the broader issues of the practice. One of our practice group leaders helped rewrite the probate laws for Massachusetts, which were enacted in 2009, and was elected a fellow of the American College of Trust and Estate Counsel.
Our estate administration clients can expect us to prepare and file necessary documentation with the Probate Court to secure appointment as the legal representative of the estate. We assist in locating, collecting, and securing estate assets, valuing those assets as of the date of death, and computing valuation discounts where appropriate. We then ensure the Probate Court receives an inventory of the probate assets.
Representing the estate, Fletcher Tilton’s attorneys assist in collecting all life insurance and death benefits due and apply for appropriate retirement and annuity benefits. We review and pay all debts, obligations and contingent liabilities of the decedent and other estate expenses. We also prepare and file any required state and/or federal estate tax returns for the decedent, and state and federal fiduciary income tax returns.