Another paramount reason,
ATTORNEY-CLIENT PRIVILEGE
to select Spiegel & Utrera, P.A.
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International CallersSpiegel & Utrera, P.A. is a fully licensed law firm that delivers professional legal services at extremely affordable prices.
"Start, Expand, Buy, Sell Your Business Today"  ON THE AIR  with Larry Spiegel and host Joe Castello. Listen to our show at www.AmeriLawyer.com/radioshow
WHAT'S IMPORTANT TO YOU? Starting a Business? Anonymity? New Credit Profile? Tax Avoidance? Avoiding Probate? Tax Shelter?
Asset Protection? Building a Brand? Attracting Investors? At AmeriLawyer.com we can help!

PREPARATION OF ESTATE TAX RETURN
OUR GOAL—YOUR Complete Satisfaction and Understanding
Should you order this document from Spiegel & Utrera, P.A., Spiegel & Utrera, P.A., will incorporate your basic information into a draft document that will be conveyed to you for your review and make reasonable changes upon request.
What do some of these terms mean? Click here for a Glossary.
 
Select which tax return you need prepared.
Preparation of Federal Estate Tax Return
Preparation of State Estate Tax Return
 
The Following Information Must Be Completed For All Inquiries
(Then Submit Your Request At The Bottom Of This Page)
Name: *required
City:
State:
Telephone: *required
Cellular Phone:
Fax:
Email: *required
Relationship to Decedent:
 
Decedent's Name:
Date of death:
Residence at time of death (city):
Residence at time of death (county):
Residence at time of death (state):
Decedent's State of Domicile:
Other, Please Describe:
 
Did the deceased have a Last Will & Testament?Yes  No
If so, please enter the information requested below. If not, please answer the next applicable section.
Name of the Executor or Executrix:
Executor or Executrix City:
Executor or Executrix State:
Executor or Executrix's Relationship to Testator or Testatrix:
Executor or Executrix's Telephone:
 
Value of Estate
Please enter the current approximate gross fair market value of the decedent's real and personal property in dollars.
Description of Property
Enter a description of the Property of the deceased. Be specific. Do not capitalize the first word and do not use a period at the end of the sentence. Complete the following sentence: The Property which belonged to decedent is described as follows:
(for example: "a deposit account with ______ Bank, held in the name of [Name of Decedent], account number ______" (or) "all securities, stocks, bonds and other accounts held with the brokerage house of [Name of Brokerage], owned by [Name of Decedent]")
 
Did the Deceased have a Trust Instrument?Yes  No
What is the Address of the Trust? 
Trust Street:
Trust City:
Trust State:
Trust Zip Code:
 
What is the Name of the Trustee?
What is the Address of the Trustee? 
Trustee Street:
Trustee City:
Trustee State:
Trustee Zip Code:
Trustee's Relationship to Testator or Testatrix:
Trustee's Telephone:
 
Value of Trust Assets
Please enter the current gross fair market value of the Trust Assets in dollars.
Description of Trust Assets
Enter a description of the Trust Assets. Be specific. Do not capitalize the first word and do not use a period at the end of the sentence. Complete the following sentence: The Assets which belong to the Trust is described as follows:
(for example: "a deposit account with ______ Bank, held in the name of [Name of Decedent], account number ______" (or) "all securities, stocks, bonds and other accounts held with the brokerage house of [Name of Brokerage], owned by [Name of Decedent]")
 
Name of the Trust Beneficiaries
Enter the name or names of the person(s) who is/are principal or income Beneficiaries of the Trust:
Type the word in the image to validate
Please click on any item, complete the additional information requested and click submit and your request will automatically be emailed to Spiegel & Utrera, P.A. You can expect a reply from Spiegel & Utrera, P.A., within four business hours.
SPIEGEL & UTRERA, P.A. is your one source for business legal services.

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MiamiOrlandoLos Angeles
1840 Coral Way
4th Floor
Miami, FL 33145
Toll Free: (800) 603 - 3900
(305) 854-6000
Fax: (305) 857-3700
Natalia Utrera, Esq.,
Managing Attorney
707 East Colonial Drive
Suite B
Orlando, Florida 32803
Toll Free: (888) 991-9700
(407) 898-5500
Fax: (407) 894-5700
William M. Homsi, Esq.,
Managing Attorney
8939 S Sepulveda Blvd.
Suite 400
Los Angeles, CA 90045
Toll Free: (888) 520-7800
(310) 258-9700
Fax: (310) 258-9400
Nicolas W. Spigner, Esq.
Managing Attorney
New York CityDelawareLas Vegas
1 Maiden Lane
5th Floor
New York, NY 10038
Toll Free: (800) 576-1100
(212) 962-1000
Fax: (212) 964-5600
Gracielle R. Cabungcal, Esq.
Managing Attorney
9 East Loockerman Street
Suite 202
Dover, DE 19901
Toll Free: (888) 641-3800
(302) 744-9800
Fax: (302) 674-2100
Courtney Riordan, Esq.
Managing Attorney
1785 E Sahara Ave
Suite 490
Las Vegas, NV 89104
Toll Free: (888) 530 4500
(702) 364 2200
Fax: (702) 458 2100
Michael R. Carrigan, Esq.,
Managing Attorney
ChicagoClifton, NJPhoenix, AZ
123 West Madison Street
Suite 806
Chicago, IL 60602-4620
Toll Free: (888) 514-9800
(312) 443-1500
Fax: (312) 443-8900
Michael C. Welchko, Esq.
Managing Attorney
642 Broad St., Suite 2
Clifton, NJ 07013
Toll Free: (888) 336-8400
(973) 473-2000
Fax: (973) 778-2900
Gracielle R. Cabungcal, Esq.
Interim Managing Attorney
130 North Central Avenue, Suite 303
Phoenix, AZ 85004
Toll Free: (800) 603-3900
(602) 603-1722
Fax: (602) 603-1721
John Burton, Esq.
Managing Attorney
AtlantaGeneral Counsel Club®International Clients & Requests
34 Peachtree Street NW
 Suite 1925
Atlanta, GA 30303
 
Phone:  (404) 329-4800
Fax: (800) 520-7800
Tamara L. Klopenstein, Esq.
Managing Attorney
Unlimited Legal & Business Advice
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Toll Free: 1 (800) 734 - 9900
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Natalia Utrera, Esq.,
Managing Attorney
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Material presented on AmeriLawyer.com is intended for information purposes only. It is not intended as professional advice and should not be construed as such. The U.S. Treasury Department requires us to inform you than any information obtained from this website is not intended or written by our law firm to be used, and cannot be used by any taxpayer, for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Advice from our firm relating to Federal tax matters may not be used in promoting, marketing or recommending any entity, investment plan or arrangement to any taxpayer.

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