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Estate administration advice and other assistance
Estate administration is a complex process involving multiple legal and financial aspects, especially when a loved one’s estate needs to be managed and distributed after their death. We provide comprehensive estate administration consulting and support services to help you complete estate affairs efficiently and legally, reducing the burden on your family.
Estate planning
Estate planning is a critical step in ensuring that your assets are distributed appropriately and effectively in the future. We will work with you to develop a comprehensive estate planning solution to protect your assets and the interests of your family.
Estate tax consulting
Taxation is an important part of estate planning. Our tax experts will provide you with professional advice on estate taxation to help you maximize your family wealth.
Legal document preparation
The perfection and preparation of legal documents is key to ensuring the smooth implementation of estate planning. We provide professional document preparation services to ensure that your estate is properly arranged legally.
Estate distribution management
In the process of estate distribution, professional management can help family members communicate effectively and smoothly complete the distribution of property. We provide neutral distribution management services to ensure that the rights and interests of each heir are protected.
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Estate Administration
Help clients smoothly manage their estate after the death of a loved one, ensuring all legal and financial matters are properly handled.
Estate Management Consulting
Provide detailed consulting services to help you understand the legal and financial requirements of estate management and ensure that you make informed decisions throughout the process.
Estate Inventory and Valuation
Assist in inventorying estate assets, including real estate, investment accounts, bank deposits and other valuables, and provide professional valuations to ensure transparency and accuracy of estate management.
Debt and Account Settlement
Assist in verifying the debts and account status of the estate, and assist in paying necessary debts and expenses to ensure the legitimacy of the net value of the estate.
Tax Filing and Payment
Help prepare and submit estate-related tax filing documents to ensure compliance with tax laws and reduce the burden of estate taxes.
Legal Document Preparation and Submission
Assist in preparing necessary legal documents (such as estate administration orders, power of attorney, etc.) and ensure that they are submitted to relevant legal institutions in a timely manner.
Heir Communication and Coordination
During the distribution of the estate, we provide neutral communication and coordination services to ensure that all heirs have a clear understanding of the estate distribution and promote family harmony.
Estate administration advice and other assistance
We have experienced legal advisors and tax experts to ensure that all estate administration procedures comply with current laws and regulations.
Eugene Grand
Partner
Danielle Carrol
Partner
George Jordan
Partner
Your trusted estate management consultant
You don’t have to deal with the complex estate management process alone after a loved one passes away.
Jenny Doe, CEO Company Inc.
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Office
5709 Ammons St
Arvada, CO 80002
Contact
info@harmonyfu.com
Open Hours
Monday-Saturday 8 am - 6pm
Sunday 11am - 4pm