Estate Administration

When a client dies, Simses & Associates guides the client’s family through the estate settlement process and helps ensure that the client’s assets are distributed according to client’s desires, as expressed in his or her estate plan. Among other things, we assist the family in understanding the estate administration process, dealing with the probate court system, funding and administering trusts, working with corporate trustees, filing tax returns, handling tax audits with the IRS and local taxing authorities, handling the sale of assets, and filing insurance claims.