You have never done this before
You have a full time job
There is complicated reporting and deadlines
There are difficult heirs and beneficiaries
You have a full time job
There is complicated reporting and deadlines
There are difficult heirs and beneficiaries
» We specialize in estate settlement
» We enable you to spend time for other family commitments
» We ensure that reporting deadlines are met
» We are an independent party and can mediate disputes
» We enable you to spend time for other family commitments
» We ensure that reporting deadlines are met
» We are an independent party and can mediate disputes
We settle estates that are often too small for attorney and bank trust departments and at lower rates.
7200 Glen Forest Drive, Suite 301Richmond, VA 23226
(804) 433-3564
www.estatesettlesolutions.com
Principals:
Mark P. Mikuta CPA CFP
mmikuta@estatesettlesolutions.com
Carlson Woo CPA
cwoo@estatesettlesolutions.com
Practicing CPA’s since 1989
CLIENT TESTIMONIAL:
“As executrix of my Mom’s estate, I felt emotionally unprepared to deal with the paperwork. Not only did Estate Settlement Solutions accept our case for a very reasonable fee, Mark found payments due my mother that she had never received. He recovered the money for my brother and me at a modest fixed fee. We were very grateful.”
L.H.“As executrix of my Mom’s estate, I felt emotionally unprepared to deal with the paperwork. Not only did Estate Settlement Solutions accept our case for a very reasonable fee, Mark found payments due my mother that she had never received. He recovered the money for my brother and me at a modest fixed fee. We were very grateful.”
Estate Settlement Planning (Before a death)
We meet with you:
Review your estate plan
Identify, organize and locate documents
Prepare an Estate Settlement Summary in plain english
describing what would happen based on your plan today
Estate Settlement Services (After a death)
Act as executor or work along side your named executor
Identify, locate and protect assets for beneficiaries
Attend probate court hearings
Locate, notify and deal with beneficiaries
Gather estate asset and debt information
File for death benefits
Report to commissioner of accounts
Liquidate assets as required
Pay estate debts and obligations as required
Distribute estate assets to beneficiaries
Perform all duties in accordance with the probate
code requirements
We meet with you:
Review your estate plan Identify, organize and locate documents Prepare an Estate Settlement Summary in plain english describing what would happen based on your plan todayEstate Settlement Services (After a death)
Act as executor or work along side your named executor Identify, locate and protect assets for beneficiaries Attend probate court hearings Locate, notify and deal with beneficiaries Gather estate asset and debt information File for death benefits Report to commissioner of accounts Liquidate assets as required Pay estate debts and obligations as required Distribute estate assets to beneficiaries Perform all duties in accordance with the probate code requirements
CALL FOR A FREE CONSULTATION
804-433-3564
804-433-3564