With the preparation of a last will and testament we explain the process to the testator of estate distribution, after death, including tax consequences and non-probate alternatives. The client who writes a last will and testament designates an executor or executrix to administer his or her estate. The firm provides all services to the executor and administrator for the administration of the estate including assistance with the sale of real estate, and representation throughout the sale process up through and including the real estate closing, a gathering of assets including the closing of bank, mutual funds and brokerage accounts of the decedent, application for a tax i.d. number for the estate and the opening of accounts for the estate, preparation and filing of the necessary tax returns, payment of outstanding debts of the decedent and administrative expenses of the estate, preparation of releases for beneficiaries and distribution of specific and residual bequests to estate beneficiaries.

We stress the importance of a durable power of attorney to be given by an individual to a trusted relative, friend or corporate fiduciary who can transact business on behalf of the individual even after the individual becomes mentally incapacitated.

For those individuals who have become incapacitated who have not designated an agent to act on their behalf in the event of their incapacity, a petition for appointment of guardian must be filed with the Orphans' Court which will make a determination after a full hearing that the individual is an incapacitated person requiring the services of a court appointed guardian.

The firm represents parties involved in disputes regarding the administration of assets of elder relatives as well as will contests and other litigation in the Orphans' Court.

Our areas of practice cover: