fbpx

Helping Families Simplify Estate Settlements in Raleigh

Raleigh Estate Administration

We’re Here to Navigate Estate Administration With You

Managing an estate after a loved one’s passing can be overwhelming. At Capital City Estate Planning, we guide families in Raleigh and surrounding areas through the complexities of estate administration. 

Whether you need help filing documents, managing taxes, or distributing assets, we provide compassionate, efficient support every step of the way.

Ready to get started? Call us today at (984) 299-5160 for a free consultation.

The Challenges of Estate Administration and How We Help

Facing an estate settlement without a roadmap is stressful. Legal documents, tax obligations, and creditor claims can quickly pile up.

Families often struggle with meeting legal deadlines and honoring a loved one’s wishes while managing their grief. Mistakes in administration could lead to disputes, financial losses, or legal penalties.

Our team ensures that every detail is handled professionally. We simplify the process, take the weight off your shoulders, and guide you through North Carolina’s estate administration requirements.

Your Partner in Estate Administration

Simplified Estate Settlement Made Easy

If you qualify for simplified estate settlement in North Carolina, we’ll help you apply and speed up the process. This saves you time and reduces stress.

Expert Guidance Through Complex Estates

Some estates require detailed navigation of legal complexities. We’ll ensure compliance with North Carolina laws while protecting the estate’s integrity.

Creditor and Tax Obligations

We efficiently handle creditor claims and help with tax obligations, safeguarding the estate’s value for beneficiaries.

Comprehensive Document Preparation and Court Filings

From filing the will to closing the estate, we prepare and file all necessary legal documents with care.

Accurate Asset Valuation and Distribution

We ensure assets are appraised correctly and distributed equitably to heirs, aligning with your loved one’s wishes.

Support With Spousal “Year’s Allowance” Applications

If applicable, we’ll assist with spousal allowance applications to provide immediate financial support during the administration process.

Our Raleigh Estate Administration Process

  1. Filing the will with the county clerk’s office.
  2. Applying for letters testamentary to establish your role as executor or administrator.
  3. Notifying heirs and beneficiaries to keep them informed.
  4. Appraising estate assets and submitting an inventory to Probate Court.
  5. Addressing creditor claims and paying valid debts.
  6. Filing personal income and any estate taxes.
  7. Distributing assets to heirs per the will or state law.
  8. Filing with the probate court to officially close the estate.

Let’s Simplify This Together

Whether you’re overwhelmed or just need guidance, Capital City Estate Planning is here for you. Call (984) 299-5160 today to schedule your free consultation. 

Together, we’ll make this process manageable and ensure your loved one’s wishes are honored.

Reviews From Our Clients

David Dean was wonderful to work with, and he put together a trust plan for my estate with very short notice. David is highly professional and communicated thoroughly throughout the process. I strongly recommend him to take care of your estate planning.

– Melissa Rowland

On first meeting David Dean I was impressed with his attentive, professional manner. He is knowledgeable, thorough and respectful. We were dealing with a difficult family matter and he was a very reassuring presence, providing thoughtful guidance. I have retained his services more than once. I am happy to recommend him without hesitation.

– Michael Conley

Capital City Estate Planning was professional, knowledgeable, and expeditious. The level of service was excellent. David Dean listened to our situation and wants, answered all our questions, thoughtfully explained legalese, then provided us with a comprehensive and personalized estate plan. My husband and I feel much better having this completed. We highly recommend Capital City Estate Planning.

– Marie Richters

David’s unparalleled knowledge and expertise in estate planning make him the ideal choice, and I wholeheartedly endorse his services to ensure you are in excellent care.

– Sharon Cripe

FREE CONSULTATION

Get In touch
Let Us know how we can help you
(984) 299-5160

Office Address

4030 Wake Forest Rd
Suite 300
Raleigh, NC 27609

Office Hours

Monday - Friday: 8AM - 5PM
Saturday & Sunday: Closed