Estate Settlement and Downsizing Assistance for those in Life Transition - Executor Resources

The Estate Process

When a person dies, someone must take responsibility for administering the final affairs. The general name for someone who performs these tasks is the fiduciary, more commonly referred to as an executor.

The executor must:

Gather the assets of the deceased and obtain appraisals as required
File an asset inventory in a timely manner
Pay any creditors
File estate and income tax returns and pay any taxes that are owed
Distribute the remaining assets to beneficiaries, if there are any
Close the estate by filing a final account or certificate of termination in a timely manner

Most full estates are closed within a nine-month time frame. Whether an estate is relatively simple or large or complicated, Estate Group advisors will keep the process moving so it closes as quickly as possible.

Call one of our trained consultants today for a free in-home consultation.

We invite you to learn more about what Estate Group can do for you. Whether you are looking for assistance in preparing a house for sale or need a partner to help you manage the entire estate process, Estate Group can provide custom services for your specific needs.

A Satisfied Client

We didn't have any time to get the home repaired. We had already spent countless hours removing the items from the home before we found out about Estate Group. We just wanted to sell the home as is. Estate Group offered us a price and after negotiating, they bought the home from us, alleviating months of trying to get the home sold through a realtor. Now, the estate can finally close!

- Tom B. Executor, Columbus, OH