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Trust & Estate Administration

Lancaster Trust and Estate Administration Attorney

Spencer Law Firm, located in Lancaster, Pennsylvania, provides a full range of services designed to assist clients with the complicated and numerous responsibilities of administering an estate following a death. Patti Spencer and her staff of highly educated paralegals are committed to helping clients navigate through these often complex processes.

To obtain more information, contact Spencer Law Firm today. Call 1-866.639.5451.

Serving Executors, Trustees, Lawyers and Accountants

After the death of a family member, there are many fiduciary obligations to be fulfilled that carry personal liability. Whether you are an executor of an estate, a guardian or an attorney-in-fact, the responsibilities associated with managing an estate of considerable value can be daunting.

Spencer Law Firm applies three decades of experience in providing services such as:

  • Postmortem estate tax planning
  • Analyzing existing wills, trusts, disclaimers and tax elections
  • Strategizing to maximize intended beneficiary distributions

Spencer Law Firm also assists other law firms that wish to reorganize their estate planning practices by offering consulting services to design, organize and appropriately staff the firm's estate and trust administration department.

In-House Tax Return Preparation

All tax return preparation is done in-house. Spencer Law Firm handles federal estate tax returns, Pennsylvania inheritance tax returns, fiduciary income tax returns and the decedent’s final 1040 tax filing. The firm is cognizant of tax deadlines and works efficiently and economically to meet those deadlines.

Spencer Law Firm employs cutting-edge trust and estate administration, tax preparation and actuarial computation technology to provide efficient, accurate preparation of documents.

Fair Billing Practices

Many law firms in Central Pennsylvania bill clients based on a percentage of the estate’s value. This means that a lawyer may perform identical services for various clients, but charge some clients significantly more than others depending on the value of individual assets. Spencer Law Firm bills according to services rendered, regardless of the size of the estate administered.

For more information regarding trust and estate administration, contact Spencer Law Firm today. Please call toll-free at 1-866.639.5451 or locally at 717.207.7935.

320 Race Avenue | Lancaster, PA 17603 | Phone: 717.207.7935 | Toll free: 866.639.5451 | Fax: 717.509.2018 | E-mail | Map & Directions