Estate Planning & Administration
The complexities of effective estate planning and administration require both legal and accounting expertise. At EFPR Group, we have a dedicated team of professionals to provide clients with expert assistance in both estate planning, and throughout the estate administration process.
Estate and trust planning must take into account how you would like your assets to be utilized as well as the tax and legal implications of your choices. We work closely with you to meet your needs. Our tax department professionals are well versed in the tax code and what it means for you.
Our mission is to create smart tax-planning strategies to preserve wealth for the future so your efforts come to fruition.
When the future arrives
We work closely with your attorney or executor to streamline estate administration and protect its integrity. We provide a wide range of services, from collecting data to final reporting.
We can address a specific tax return or handle the entire administration process after filing, based on the direction of your attorney or executor. No matter how you or your agent choose to structure the relationship, we will maintain a flexible approach. Our services can include:
- assistance in preparing the original filing
- providing a detailed accounting of assets
- preparing all the tax forms required for the estate and its beneficiaries
- helping your attorney handle all of the requirements of Surrogate’s Court