Our Professional Services
Probate/Estate Administration
Preparation of probate filings from the initial Petition all the way through to the final account and affidavit of closing. We will assist in collecting, maintaining, and managing assets during inventory preparation and deal with the administrative duties involving creditor claims and estate cash management. With experienced understanding of Connecticut probate filing requirements, the rules of procedure, and mastery of the new probate e-filing system, we can efficiently administer your clients’ estates through probate.
Trust administration
Trust administration is all about being detail oriented and organized. You may have clients that serve as trustee of their family trust, or you yourself may serve as trustee of multiple client trusts. We can help keep the trustee organized by tracking deadlines, facilitating premium payments, analyzing cash flow, and issuing crummey letters.
office administration
We have over 10 years of experience working in the law firm setting and have gained the ability to identify systems that maximize productivity and billing. We can assist you with your practice on an administrative level and free up time that you should be using to work on billable client matters.
Fiduciary Accounting
We take real pride in our ability to generate clear, concise, and thorough periodic and final fiduciary accountings. The final account of an estate can often be overwhelming for both the attorney and client, especially if the estate has been open for many years and the accounting period is extensive. Like puzzles, we approach each accounting with care and attention to detail.
Estate planning assistance
Aside from handling things on the administration side, we can also help you draft, review, and finalize your clients’ estate planning documents. We can assist with the client intake data, initial drafts, or even handle the paper pushing involved with ensuring your clients’ beneficiary designations are in line with the rest of their estate plan. Ask about our estate planning diagrams and visual aids that will help your clients “see” their entire plan.
firm marketing
Need help with a newsletter or marketing campaign to attract new clients for your specific practice area? We have the tools and vision to work with you on your marketing materials and will help you achieve continuity for your brand: from your letterhead to your website. Speaking of which, when was the last time you updated your website and social media presence? We built this site ourselves and we can do it for you, too.
Estate Tax preparation and filing
We have extensive experience preparing and filing federal and state estate tax returns for estates of all sizes. We’ve worked on returns for estates with values of less than $1 million and more than $300 million. For more modest estates, feel free to farm out the preparation of the CT-706NT to us and make better use of your time. Or invite us to work with you on your next large estate that may be required to file a CT-706 with Connecticut or a US-706 with the IRS. When it comes to the estate tax return, careful is key. Our experience preparing estate tax returns for modest and large estates can help you avoid costly and time-consuming mistakes.
software & Technology solutions
Over our careers, we’ve used a vast array of legal software and tools. If you’ve recently adopted a new technology or software platform in your practice and need help with its implementation, we can help you and your team get over the learning curve. Even if you’re considering a technology change, we’d be happy to assess your need and come up with a solution that would work best. You shouldn’t be spending your valuable time on these things - let us help out.