Section 8

THE ROLE OF THE ATTORNEY FOR THE ESTATE

The Attorney's role is key to a smooth settlement of the estate and frequently the Executor/Administrator must rely on the attorney to insure that the estate is administered efficiently and accurately. Of course each estate is different, but here are the ways attorneys most commonly assist the Executor/Administrator. Note the parallels to the responsibilities of the Executor/Administrator (above).

PREPARING THE ESTATE FOR DISTRIBUTION:

MANAGING THE ASSETS DURING THE ESTATE SETTLEMENT PROCESS:

ASSURING COMPLIANCE WITH TAX REGULATIONS:

CLOSURE OF THE ESTATE PROCESS:

Additional legal services would be required in some cases, such as if the Will is challenged by an heir; if assets or debts become the subject of litigation; or if a judicial accounting proceeding is required.


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Howard Garfinkel, Esq.

Lauterbach Garfinkel Damast & Hollander, LLP
49 North Airmont Road, Suite 101
Suffern, New York 10901
845-368-4400 - Office
howardg@lgdhlaw.com