Pennsylvania Trust and Estate Administration

Serving the needs of Law Firms and Institutions

When you partner with Spencer Fiduciary Services, you get the benefit of in-depth tax knowledge, state of the art technology, and experienced staff. You remain the attorney of record at all times.

Call on us for the following trust and estate services:

• Draft documents
  • Prepare probate filings
  • Correspondence
  • Required notices
  • Non-judicial settlements
  • Receipts or liability releases
  • Adjudication petitions
• List information you will need to request from clients
• Arrange for in and out-of-state probates
• Value marketable securities
• Calculate accrued income
• Estimate inheritance tax for pre-payment
• Prepare and file tax returns
  • Form 706 for federal estate
  • Rev-1500 for Pennsylvania inheritance tax
  • Fiduciary income tax returns
  • Form 709 gift tax returns
• Provide accounting and interim reports
• Discuss post-mortem tax strategies
• Track deadlines

Contact Pennsylvania trust and estates attorney Patti S. Spencer via patti@spencerfiduciary.com or by phone at 717-606-5162 for more details.