Springfield Executor Responsibilities Attorneys

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 DeSantis, 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.

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 even 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 valuate 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 properly close an estate the first time. 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, then the estate could still owe money you allocate elsewhere. Additionally, there might be an inheritance tax many people miss, especially those who do not know the law.

Contact an Experienced Essex County Asset Evaluation Attorney

Our lawyers are extremely detail-oriented. Because we work with estates on a daily basis, we are able to anticipate potential audit issues before they even become a concern. Contact our New Jersey law office online today or call 973-376-9050 to schedule an appointment with one of our experienced attorneys.