Probate Estate Administration

Specialized Services for Law Firms' principal has over 20 years of experience in probate estate administration. We provide fiduciary services to law firms and their clients as personal representative of decedent's estates and have extensive knowledge of probate procedures, preparation of statutory forms and pleadings and handle full probates as well as non-probate transfers of assets from inception to completion.

Duties of Personal Representative

      • Locate, study and file original will with Court

      • Inventory and safeguard assets

      • Collect income, verify and pay obligations

      • Management of investments

      • Review stock holdings/confer with brokers

      • Assist with gathering information for tax return preparation

      • Consultations with accountants and attorneys

      • Securing of personal property

      • Real property sales

      • Management of decedent's business (if applicable)

      • Notify beneficiaries

      • Preparation of and filing of accounting

      • Distribute estate or if no will, determine the heirs according to law.

[Specialized Services] [Trust Administration]
[Probate Estate Administration] [Care Management]

Mailing Address:
Post Office Box 14100, Santa Rosa, CA 95402-6100
TEL: (707) 528-1364 FAX: (707) 575-1166

E-Mail Address: ocana@sonic.net