Business overview

The following basic list summaries many of the administrative duties that a Personal Representative is required to perform. However, it is important to note that this list is not all inclusive. These basic duties are the following:


? Advertise the grant of Letters by the Register of Wills;

? Obtain a Taxpayer Identification Number (?TIN?) from the IRS;

? Take control of the Decedent?s assets;

? Pay the debts of the Decedent;

? Provide written notice to the.. beneficiaries;

? Notify the Department of Public Welfare and, potentially, the Attorney General of Pennsylvania;

? File the numerous required tax returns and pay the requisite taxes;

? File an Account with the Orphans? Court or execute a Family Settlement Agreement, if such Agreement is permissible and feasible;

? Distribute the estate assets to the beneficiaries and heirs, as the context requires; and

? File a final report with the Register of Wills.

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Probate-Related Services

  • Asset Protection
  • Capital Gains Tax
  • Contested Wills
  • Estate Tax
  • Family Business Planning
  • Guardianships & Conservatorships
  • Healthcare & Living Wills
  • Living Trusts
  • Long-Term Care Planning
  • Power of Attorney
  • Probate & Estate Administration
  • Probate Avoidance
  • Succession Planning
  • Tax Analysis
  • Trust Administration
  • Trust Litigation
  • Trust Planning & Setup
  • Wills

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

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