Estate & Trust Administration

Guidance for every step of the administration process.

The death of a loved one hard on many levels.  Settling a loved one’s estate while grieving can be overwhelming.  Marnie and her team at Bennett Watson Trust & Estate are here to provide guidance and support to ensure you satisfy your duties and responsibilities timely and efficiently.

The administration process generally involves:

  • Notifying certain individuals in accordance with the law
  • Opening bank accounts
  • Paying final expenses
  • Settling creditor claims
  • Arranging for collection and sale of assets
  • Obtaining valuations of property
  • Communication and accounting to beneficiaries
  • Filings with the IRS and the court, as needed
  • Distributing assets to beneficiaries

Settling a loved one’s affairs is a sensitive and demanding process. There is a lot to know and more to do.  If you have questions, please contact us to schedule a personal meeting, and we will guide you from there.

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2704 North Oak Street Bldg L | Valdosta, Georgia 31602 | (229) 262-7117