Estate Planning & Administration

Estate Planning.  Today, more than ever, it is important to have your personal and financial affairs in order in the event of unexpected death, illness or incapacity.  Having an effective estate plan in place will reduce inheritance taxes and probate costs and ensure the intended and orderly transfer of your assets upon death.    The McConnell Law Firm, LLC advises and assists our clients in developing an estate plan for their particular needs through the use of the following documents:

• Wills
• Powers Of Attorney
• Living Wills
• Revocable Trusts

Estate Administration.  After the death of a loved one, navigating through probate proceedings and inheritance tax issues can be overwhelming.  The McConnell Law Firm, LLC assists and represents executors and administrators in the estate administration process by providing the following services:

• Preparation and Filing of Petition for Grant of Letters
• Application for Estate Tax Identification Number
• Publication of Required Legal Notice
• Assistance in Requesting Statement of Claim from PA Department of Public Welfare
• Preparation and Sending of Notices of Estate Administration
• Assistance with Collection of Life Insurance Proceeds
• Assistance with Collection, Valuation, and Transfer of Probate and Non-Probate Assets
• Assistance in Preparation of Estate Assets
• Preparation and Filing of Inheritance Tax Return
• Preparation and Filing of Formal Estate Accounting
• Preparation and Filing of any Settlement Agreement or Petition Necessary to Complete Administration
• Assistance in Final Distribution of Assets

Please contact us with any questions you may have 724.308.6552