Post Mortem Trust & Estate Administration 

Our Post-Mortem Services Allow You to Focus on What’s Most Important 

When a loved one passes, your attention is best focused on honoring their memory, comforting others, and dealing with your own grief. As your life goes on with its responsibilities, so do the lives of your family and friends, and they deserve your love and attention as always.

While you can take on all of the work yourself with administering the decedent’s estate (and trusts), there are a lot of ways to make mistakes without legal and tax counsel. Even without mistakes, experience shows that it can cost the same, or sometimes more, in legal fees when you do it yourself and then have a lawyer review (and possibly correct) your work than if it was completed by an attorney in the first place.

 

Belle Vie can work with you either way you choose. We provide reliable post-mortem trust and estate administration services that are designed to shepherd families through the post-mortem estate and trust administration process as seamlessly as possible.  

Estate Administrator and Trustee Responsibilities When Someone Dies

Your responsibilities can include some, or possibly all, of the following:

  • Probating the Last Will and Testament in court

  • Collecting, inventorying, and valuation of all assets

  • Obtaining federal tax identification numbers for the estate and trust

  • Preparing and filing one or more federal and state tax returns for decedent’s final state and federal income, estate income, or trust income

  • Required Minimum Distributions from defined contribution retirement plans owned by the decedent and, if named as death beneficiary, by the estate or trusts

  • Paying decedent’s unpaid bills, taxes, and claims, expenses of estate and trust administration and funeral costs

  • Selling real estate or other assets of the estate or trust

  • Communicating with, calculating or making distributions to, beneficiaries

  • Preparing and filing accounts with beneficiaries and the probate court

  • Obtaining beneficiary assents to accounts and distribution

  • Closing the probate estate

615-334-1336

3027 Highway 31 W, White House, TN 37188

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