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The loss of a loved one is one of the most difficult and stressful events in a person’s lifetime. Given the numerous details associated with settling an estate, the process may be somewhat overwhelming.
At Woods, Weidenmiller, Michetti & Rudnick, LLP we provide legal counsel to trustees, personal representatives, and executors, and strive to make the settlement process as simple as possible. We provide our clients with a copy of our Successor Trustee Manual to promote efficiency and eliminate problems before they arise. We also relieve much of the burden associated with the administration of an estate by preparing all court documents, transfer paperwork and death tax returns, as well as providing assistance in the distribution of assets, funding of trusts and collaboration with your CPA.
Legacy Transition Time Line
Date of Death
Information Collection & Payment of Expenses
Transfer Tax Reporting
Trust Funding & Final Distributions
Simplify Your Legacy and Your Life...For more information call our estate planning department at 239.325.4070.
We’re small enough to listen, and big enough to help.