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Estate & Trust Services by
a Wealth Transfer Specialist organization providing expert interdiciplinary CPA support services in a team environment All Estate, Trust & related Tax & Accounting services are performed by
Estate Admin Associates (See Firm Profile)
Providing Expert CPA Accounting, Tax & Tax Planning Services to Fiduciaries, CPA's, Attorneys and other Estate Planning Professionals Click here for Attorney Back-Office Advanced Estate Planning Services
About Interdiciplinary Wealth Transfer and Estate Admin Associates, LLC
After years of providing CPA services to attorneys administering estates, we realized that they did not have adequate access to the professional resources necessary to process estates efficiently. Many avoidable errors were made by well-meaning professionals who lacked important skills of other disciplines. We realized that no single professional discipline could best meet the complicated needs of estate administration and planning for the wealth transfer process. For example, attorneys, currently doing most estate administration work due to their central role, often prepare taxes and do the accounting; however, their practice discipline isn't in preparing taxes and doing accounting. The accountants/CPAs, who understand taxes and accounting better than attorneys cannot give legal advice. Neither attorneys nor the accountants/CPAs understand the art of creating and preserving wealth as well as financial professionals, the group least involved in the process. Each discipline needs the others to address most effectively the many disparate concerns estate administration raises. Furthermore, this area is becoming more not less complicated with each tax “simplification”. The Estate Admin Associates, LLCMISSION STATMENTTo work with attorneys, financial professionals and accountants/CPAs in order to provide beneficiaries with integrated estate admininstration and wealth transfer tax services to achieve the most effective realization of their goals in wealth transfer and tax minimization.
Estate Admin Associates, LLCSERVICES
The Estate Admin Associates, LLCCREDOTO LIVE UP TO THE INTELLECTUAL & PROFESSIONAL DEMANDS OF OUR PROFESSION. TO CONDUCT OURSELVES AT ALL TIMES WITH HONESTY AND PROFESSIONALISM. TO TREAT OUR CLIENT'S NEEDS AS IF THEY WERE OUR OWN. TO HANDLE OUR CLIENT'S WEALTH MATTERS WITH CARE AND RESPECT. TO MAINTAIN CONFIDENTIALITY IN ALL OUR DEALINGS. TO MAINTAIN OUR INTEGRITY AT ALL TIMES.
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