Estate Adminsitration

Harvey Ballard & Bornstein, LLC’s estate administration practice is premised on the belief that wealth should be transferred to the heirs quickly and affordably. We maintain the highest professional relationship with our clients and their beneficiaries providing full administration services, including probate administration, preparation of federal and state estate and inheritance tax returns, federal and state income tax returns, retitling of assets, court accountings, and liquidity analysis.