Estate Assistance

If you are an Executor of a Trust or Estate, the Administrator or Trustee, you will have a lot of work ahead of you. 

We can help with a few things, like:

  • Filing the paperwork for a Tax ID number for the Estate or Trust.

  • Asset Valuation for Tax or Court purposes.

  • Filing the final 1040 tax return, as well as the 1041 Tax Return for Estates and Trusts.

Real Estate & Tax Solutions

P: (818) 970-9491

F: (818) 279-0581

Keller Williams BRE# 01368144
3050 Henrietta Ave., La Crescenta, CA 91214, USA

EA #00096529

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We do not discriminate or encourage discrimination against people based on personal attributes such as race, ethnicity, color, national origin, religion, age, sex, sexual orientation, gender identity, family status, disability, medical or genetic condition.

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