Estates & Trusts

Please Note: We provide tax preparation, tax planning, and accounting services related to estates and trusts. We do not provide legal advice or probate legal services.

Contact Information

Full Legal Name

Phone number

Email

Address

Estate Information

Does your situation involve:(required)

A recently deceased individual An estate currently being administered An estate that has been open for several years A probate proceeding Estate assets that have not yet been distributed None of the above

If applicable:

Date of Death

MM/DD/YYYY

County and State of Residence at Death

Consultation Goals

Please briefly describe what you are needing to accomplish.

Preferred Contact Method(required)

Phone Text Email Any of the above

Curt Davis, CPA

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Estates & Trusts

Contact Information

How Are You Involved?

Estate Information

Trust Information

Assets Involved

Current Situation

Consultation Goals