Estate administration refers to the process of collecting and managing an estate, paying any debts and taxes, and distributing the remaining property to the heirs of the estate. Usually, the Will names the Executor. This person is responsible for following the wishes of the deceased as indicated in the Will. Care should be taken to locate the Last Will and Testament of the deceased, and the Executor of the estate should meet with the attorney to review the Will and to initiate any probate procedures if necessary.

If needed, a Tax Identification Number will be created for the estate along with an estate bank account. This account is used to pay obligations of the Deceased. The Executor should list all assets including any jointly held assets. Care should be taken to locate insurance policies, retirement plans and any bank accounts, including bank accounts held in joint names. Financial advisors should be contacted. The Funeral Home will notify social security. If a car is titled in only the Deceased’s name, Landon can help you get the title changed.

If you have started to handle an Estate on your own and feel overwhelmed…don’t worry. Landon can help you.

With over 30 years of experience in Estate Administration, attorney Landon A. Dunn provides expert advice in a compassionate manner. Let Landon A. Dunn, Attorney at Law help with administering your loved ones estate and any probate matters. Call us or use our online contact form.

Widow’s Allowance

With over forty years of experience, attorney Landon A. Dunn has learned that there is no such thing as “one size fits all” in the areas of estate planning, estate administration, and probate. One option that is available in many estates is the W… Read More

Small Estate Administration

Dealing with estate administration complexities, especially concerning limited assets, can be simplified through methods like the small estate administration approach. This option serves to streamline probate procedures for relatively modest estates.… Read More

Full Estate Administration

Whenever a person dies, his or her estate needs to be collected, managed, and distributed. If that person owns real estate, has investments in his/her sole name then a full estate administration will be required. There will be multiple filings with t… Read More