Providing our clients with the highest quality estate services
At Tim Broadt & Associates, we assist you with:
Estate planning
All aspects of probate and estate administration
Estate Planning - an inevitable part of life
Wills and trusts
Powers of attorney
Proper estate planning will make it easier on your family and loved ones after you are gone. It will also give you the peace of mind that comes with knowing you have done everything to protect those you love.
We can help put your affairs in order and provide experienced assistance with the following:
Wills and trusts
Powers of attorney
Medical powers of attorney
Guardianships
Living wills
Life insurance trusts
Advanced healthcare directives
Litigation in orphan's court, such as will contests
Estate administration - we can guide you through this complex process
We have experience and knowledge of this complex process and can represent you in all aspects of estate administration that includes:
Probate - the process that transfers legal title of property from the estate of the person who has died.
Non-probate transfers - this includes life insurance, annuities, qualified retirement plans, and trust assets of the deceased.
Estate and probate administration requires achieving the goals and wishes of the deceased person, satisfying the requirements of the state and federal government, as well as probate court.
With the deceased assets, we assist the personal representative of the estate in:
Gathering required information
Valuation of assets
Accounting
Distribution
Prepare tax returns
File appropriate document to release liens on deceased real estate