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Management of Estate and Trust Files
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• Meeting with principals and their clients
• Application to IRS for EIN numbers for estates
• Valuation of assets using EVP Evaluation Services
• Preparation of Connecticut and New York probate administration forms
• Preparation of estate and trust inventories and accountings in Court approved formats
• Obtain and process transfer of stock forms
• Preparation of claim forms for life and annuity policies
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205 RESEARCH DRIVE, UNIT 6, P.O. BOX 3002, MILFORD, CT 06460 • (203) 878-5106 • FAX (203) 877-4781
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