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Estate Administration
- Locating and Analyzing the Will
- Qualifying of Personal Representative
- Opening the Estate
- Gathering and Safeguarding Assets
- Life Insurance, Annuities, Retirement Benefits
- Filing Preliminary Inventory of Estate
- Review and Filing of Inheritance Tax Return
- Disclaimer Issues
- Year’s Allowance
- Filing of Annual and/or Final Accountings
- Distribution of Assets
- Executor’s Commission
- Discharge of Personal Representative
- Final Settlement of Estate
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