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We offer expert back-office Estate Administration Services to law firms
Although the probate process is generally procedural, the wealth transfer process requires advanced tax knowledge, expert accounting skills and sound financial advise.
We offer law firms access to expert Estate Administration resources--free of
overhead costs--with a knowledge base that is comparable to the National Accounting
Firms, the "big-5." We are primarily tax strategists and experts in the mechanics and special elections of post-mortem accounting.
Engaging our services usually results in transferring more wealth to the
beneficiaries due to special elections and fiduciary tax and accounting strategies.
In addition, our services reduce your firm's exposure to errors and omissions. Generally smaller law firms do not have adequate access to the professional resources
with adequate knowledge in the mechanics of fiduciary accounting to process estates
efficiently and effectively. We provide valuable and unique services for both taxable
and non-taxable estates. Our tax strategists always
strive to transfer optimal marginal wealth while looking
after the present interests of the estate, as well as the
present and future tax consequences to the beneficiaries. We offer partnering services in MDP-practice states, or outsourcing services
to firms in states that have not adopted MDP rules. Our back-office administration services go beyond fiduciary accounting and tax support. We treat each estate as if it were a business with supporting business plans based on the the flowchart below. |
