Prevent Mistakes in the Estate's Final "Report Card" and Closing Steps
The final accounting is the ultimate record of the executor's work administering the estate. Until it is balanced, the estate cannot be closed. This summary walks you through the essential elements of the final accounting and tax returns and outlines the key steps of the estate closing. Get the rundown on the process - register today!
Walk through an estate closing checklist, task by task.
Find out what must be included in the final accounting.
Review the essential tax forms used in estate administration.
Learn how to obtain beneficiary consent for disbursements.
Estate Closing Process and Tasks Step by Step
Key Elements of the Final Accounting
Final Tax Returns: Forms, Procedures, Issues
Obtaining Beneficiary Consent
Personal Representative Compensation and Discharge
NATHAN P. POWELL is a partner at Powell & Edwards, Attorneys at Law, P.C., where he focuses his efforts at the firm on civil litigation and estate planning. In addition to his litigation efforts, he also leads the wills, trusts and estates practice at Powell & Edwards, which includes the review and implementation of estate plans for a wide variety of clients. He graduated with honors from the University of Georgia, and received his J.D. degree from Georgia State University. He serves as general counsel for individuals and small businesses for a wide range of legal issues.
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