Wells, Coleman & Company, L.L.P.

Categories:

Use the categories below to learn more about the services we provide to our clients.

• Services 
• Accounting and Auditing 
• Tax Planning and Compliance 
• Financial Planning and Consulting 
• Management Consulting 
• Estate and Trust Planning and Administration 
• IT Consulting 

Estate and Trust Planning and Administration

Our firm has a long tradition of providing in-depth wealth transfer planning for our clients, as well as a full range of estate and trust administrative services. These involve analysis and application of complex estate, inheritance and fiduciary income tax issues.

Our estate and trust administrative services include:

• Accounting for all estate transactions
• Assemble required probate information
• Monitor investment transactions
• Plan to meet obligations of taxes, claims and distributions
• Prepare estate and fiduciary income tax returns
• Prepare estate inventory reflecting date-of-death holdings
• Prepare required annual accountings for Commissioner of Accounts
• Provide estate planning advice to beneficiaries upon request