Estate & Trust Administration

At The DiGiorgio Law Firm, PLLC, we offer comprehensive estate and trust administration services, working closely with Executors, Trustees, Administrators, and Beneficiaries to provide clear guidance every step of the way. From navigating the court system to offering tailored tax advice, we help you understand your rights, fulfill your responsibilities, and achieve your objectives.

If you are an executor or beneficiary of a Will, we assist with identifying estate assets and debts, guiding you through probate, and ensuring proper distribution.

If there is no Will, and you’re eligible to serve as an administrator or receive estate assets, we help you determine the rightful beneficiaries and comply with New York’s distribution laws.

If you’re a trustee or trust beneficiary, we explain your rights and obligations under the trust and New York law, and provide the legal support needed to ensure proper administration.

No matter your role, we offer the legal and tax guidance necessary to protect the estate, meet legal obligations, and honor your loved one’s intentions.

    Services

    • Preparation of Petition for Probate, and appointment of Executor and related services
    • Federal Gift Tax Return preparation and related services
    • Preparation of Petition for Letters of Administration, appointment of Administrator and related services
    • Federal Estate Tax Return preparation and related services
    • Preparation of Petition to Settle the Account of an Executor or Trustee and related services
    • New York State Estate Tax Return preparation and related services
    • Preparation of Petitions by an Executor to settle personal injury and/or wrongful death actions on behalf of an estate
    • Legal advice in connection with estate and gift tax audits
    • Pre-mortem audits of estate planning documents to determine their effectiveness for minimizing taxes and ease of estate administration
    • Estate and trust litigation services
    • Post mortem estate and income tax planning
    • All other services connected with the usual administration of estates and trusts