What is estate administration?

Updated March 13, 2023.

Estate administration is the process of collecting and transferring assets from a decedent to the decedent’s beneficiaries. The process may involve a probate proceeding in the Surrogate’s Court to appoint Executors, Trustees and Guardians named in the decedent’s Last Will and Testament, working with beneficiaries to transfer and retitle non-probate assets, such as retirement plans, annuities and life insurance, and preparing and filing federal and state estate tax returns, along with the decedent’s final income tax return and fiduciary income tax returns for the estate.

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