Estate & Trust Administration

Whether you need a specific piece of the estate or trust administration process completed or need skilled paralegal services, Beacon Tax is your solution. We can take an estate from start to finish or assist anywhere in between.
Our most utilized services are:

• Draft probate documents, Notices of Estate/Trust Administration, and legal ads
• Assistance with stock transfer documents, life insurance, and annuity claims
• Securities valuations
• PA Inheritance Tax prepayment guidance
• PA Inheritance Tax Return (PA Rev-1500) and Inventory
• Federal Estate Tax Return (Federal 706)
• Federal and State Fiduciary Income Tax Returns (Federal 1041 & PA-41)
• Communication with Pennsylvania Attorney General for charitable bequests
• Partial Account preparation for trust fiduciaries
• First and Final Account preparation for estates and trusts
• Draft and file required ancillary Account documents

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Estate & Trust Administration

Whether you need a specific piece of the estate or trust administration process completed or need skilled paralegal services, Beacon Tax is your solution. We can take an estate from start to finish or assist anywhere in between. Our most utilized services are:

Whether you need a specific piece of the estate or trust administration process completed or need skilled paralegal services, Beacon Tax is your solution. We can take an estate from start to finish or assist anywhere in between.
Our most utilized services are: