How can Bogutz and Gordon assist in the estate administration process?
There are many ways our firm can represent family, friends, and beneficiaries after an individual s death, based on the circumstances and the wishes of the survivors. In some situations, our firm can act as the Personal Representative. This can happen if we are named in the documents, or if the beneficiaries involved agree it would be best to have a professional and independent party act. There is more detail on our capacities in our fiduciary services section. Our firm can also represent other individuals when they are acting as Personal Representative or Trustee. In those situations, our firm prepares the necessary paperwork for the probate proceeding, attends the hearing if necessary, and then works the individuals step-by-step through what needs to be done, including required publication and mailing of notice, determination of creditors, filing with the IRS and Arizona Department of Revenue, obtaining a Tax Payer Identification Number, determining the applicable periods of limitati
