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Although your choice of estate planning tools may significantly
reduce the cost and time involved in administration of an estate after
the death of an individual, there is still work that must be done: bills
must be paid, assets assembled, notices given, tax forms to complete,
and distributions to be made. Harris, Sanford & Hamman offer a full
range of estate administration services. Often, as in the case of a
simple living trust, our assistance may be limited to preparing the
statutory notice to the heirs and advising the trustee of his or her
duties. In the case of a complex trust, it may be necessary to work
together with accountants and other professionals to ensure a properly
funded and smoothly operating trust for the beneficiaries. The firm
is fully qualified to undertake whatever administrative steps are required,
from setting aside estates under $100,000.00 without formal court supervision,
probate of wills and interstate estates, setting aside community property
to surviving spouses, or post-death administration of living trusts.
When circumstances require, the firm also
is fully qualified to establish conservatorships of adults and guardianships
of children, and to assist in the administration of these activities
under court supervision.
Under the direction of John Harris, his
estate administration staff, consisting of Susan Jarratt and Sharon
Zunino, can provide professional assistance to the fullest extent called
for by the individual’s estate plan or the circumstances of incapacity
or minority.
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