TRUST IN EVERY STEP
Welcome to North Shore Executor Services, where we specialize in providing support to executors dealing with the complexities of estate administration. Our mission is to alleviate the administrative burden and facilitate a smooth process for our clients. We are committed to guiding executors through the process with expertise and professionalism, ensuring that the estate's affairs are handled efficiently and timely.
OUR SERVICES
Estate Administration Assistance
Discover our range of services designed to assist executors with managing the responsibilities of estate administration.
Liaison with Professionals
Probate and Estate Tax
Our services include coordinating with accountants and attorneys to ensure that the financial and legal aspects of estate administration are handled with precision and accuracy. We clarify confusing terminology and minimize unnecessary back-and-forths.
We specialize in assisting executors with gathering information needed for probate and estate tax obligations, providing guidance and support throughout the process to fulfill all necessary requirements.
Closing Accounts
Manual Tasks
We offer support with the complex paperwork needed to close financial accounts and re-title assets.
Estate administration is time consuming and can feel overwhelming. We help with the countless manual tasks, including gathering financial records, waiting in lines, making phone calls, and submitting forms.
ABOUT US
Michelle Estrada
Owner
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My first experience assisting with estate administration was when my father-in-law passed away. My mother-in-law had never dealt with family finances or professional service providers. We worked together every step of the way, from meeting with her accountant to closing her husband's IRA to gathering paperwork for probate. This experience ignited my passion for helping others through this challenging process. I have since worked several years as a Tax Manager at PKF O'Connor Davies gaining valuable experience with estate administration.
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My prior work experience includes 14 years as a tax professional at PricewaterhouseCoopers.​ I am a CPA with a Masters in Taxation from American University.
CONTACT
Get in Touch
Reach out to us with any questions or inquiries regarding estate administration. We are here to provide dedicated support to executors during the estate administration process.