Estate Administration

We represent executors and administrators in settling estates, including the preparation and filing of pleadings and other documents in the appropriate probate court, organizing financial and family information, marshaling estate assets, preparation of an inventory of estate assets, settlement of claims, debts and tax obligations, preparation of decedents' final income tax returns, preparation of fiduciary income tax returns, preparation of state and federal estate and inheritance tax returns, participation in any audit of such returns, preparation and review of formal and informal accountings for presentation to the estate beneficiaries, interpretation of wills (including allocation of assets to marital dispositions) and distribution of assets to beneficiaries.


Call us today to discuss your estate, 585-730-4773. We look forward to hearing from you.


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PHONE  585.730.4773

FAX 888.971.3736


69 Cascade Drive Suite 307

Rochester, New York 14614


Monday - Friday: 8am - 5pm

Saturday - Sunday: Closed


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Serving clients  throughout the Finger Lakes region and across New York State, including Rochester, Buffalo, Syracuse, Utica, Rome, Oneida, Binghamton, Elmira, Watertown, Niagara, Jamestown, Oswego, Cayuga, Oneonta, Schenectady, and Albany.

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