top of page

Expert Estate Administration Services

At Leading Edge Executor Services, we specialize in providing comprehensive estate administration solutions. Our dedicated team of professionals is here to guide you through every step of the process, ensuring a smooth and efficient handling of your estate. Explore our range of services below:

Compass_edited.png

Estate Administration

Asset List

Fair Market Value of Assets

Our estate administration service encompasses the entire process, from start to finish. We meticulously compile and maintain all applicable estate records, ensuring a streamlined and organized approach to managing your estate.

We create a comprehensive asset list, leaving no stone unturned. Our thorough documentation ensures that all your assets are accounted for, providing clarity and transparency.

Determining the fair market value of assets is crucial for an equitable distribution. Our experts assess and calculate these values accurately, ensuring a fair distribution among beneficiaries.

Distribution of Assets

We handle the distribution of assets with precision and care, following the guidelines set forth in your estate plan. Your wishes are our top priority.

Beneficiary Communication

Effective communication with beneficiaries is essential. We act as intermediaries, facilitating clear and transparent communication to minimize misunderstandings.

Probate Preparation

We prepare all necessary documentation for probate applications, ensuring compliance with legal requirements and expediting the process.

Ongoing Estate Banking Itemization

Coordinate Completion of Taxes

Apply for Clearance Certificate

Our team meticulously manages estate finances, providing detailed itemization and ongoing oversight to keep your estate in order.

Sign-off from
Beneficiaries

We work in collaboration with tax professionals to handle estate tax matters, ensuring compliance and minimizing tax liability.

Guidance for
Executors

We take care of the administrative paperwork, applying for clearance certificates to settle outstanding tax obligations efficiently.

Engage and Coordinate with Necessary Professionals

We facilitate the sign-off process, ensuring that all beneficiaries acknowledge the asset distribution as per your estate plan.

Executors often face complex decisions. We provide guidance, leveraging our expertise to help you navigate the role with confidence.

We collaborate with legal, financial, and tax professionals as needed, ensuring that your estate receives comprehensive and expert support.

By choosing Leading Edge Executor Services, you're selecting a team of professionals committed to making your estate administration process as seamless as possible. Our services are designed to provide you with peace of mind during a challenging time. Contact us today to discuss your unique needs and experience the Leading Edge difference.

bottom of page