Gain a deeper understanding of the necessary steps required both before and after the petition for administration and the issuance of letters.
Proactively creating an estate plan during life is a step taken to ensure a decedent's empire is protected and heirs are provided for, but this is only the starting point. When an individual passes and the estate tax planning documents are set into motion, the complexity begins. There are a slew of administrative steps, a multitude of planning decisions, and a litany of deadlines that will morph into pitfalls if not heeded. The need for a hero has emerged, and that hero should be you. Having a clear and concise understanding of the moving pieces will make all the difference in creating value for your clients and forging lasting relationships along the way.
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