ESTATE ADMINISTRATION

Welcome to Correa Law!

At our firm, we focus exclusively on Estate, Trust, and Elder Law. With over 30 years of experience, we've simplified estate administration into four straightforward phases:

 

Phase 1: Establishing Legal Authority

The first step is getting you the legal authority to manage a decedent’s estate. This might involve a court process, or in some cases, we can expedite the process. Our attorneys will identify the most efficient and cost-effective strategy for you to begin.

 

Phase 2: Setting Up the Estate

Next, we’ll help you set up the estate. This includes obtaining a tax ID number to open an estate bank account and preparing a list of the decedent’s assets.

 

Phase 3: Addressing Unique Issues

Every estate is unique. Some are straightforward—you might sell assets like the decedent’s home and deposit the proceeds into the estate bank account. Others can be more complex, involving litigation over heirship, creditor claims, or asset disputes. Whatever the situation, we’ve seen it all, and we’re here to guide you.

 

Phase 4: Closing the Estate

Finally, we guide you through the closing process. At this stage, properties are sold, issues are resolved, and we prepare to close the estate and distribute the inheritance. An important final step is preparing an accounting or summary of all transactions. This ensures everything is transparent and that beneficiaries or the court approve what has taken place, protecting you in the process. We understand that estate administration can feel overwhelming, but with our team on your side, we’ll help you navigate the process smoothly and avoid potential pitfalls. Our goal is to keep things simple and manageable for you.

 

If you have any questions, don’t hesitate to reach out. We’re here to help.