When You Need a Professional

General Info

Greg Shannon and Senior Concepts, Inc. serve as Fort Worth, Texas area private professional fiduciaries for discriminating clients who prefer locally managed non-institutional administration of their estates, trusts and guardianships. Decedent Estate Administration (Executor, Administrator or Personal Representative of a Decedent's Estate). Senior Concepts Inc. can serve in these capacities or as a consultant for those who do. There are many tasks and duties necessary to settle a decedent's estate. Senior Concepts Inc. has experience and can perform or assist with many of these tasks and duties including; Study the provisions of the Will Arrange for probate of Will. Locate and review decedent's financial records. Gather, manage and preserve estate assets. Obtain date of death appraisals and valuations of estate assets. Locate and notify beneficiaries and respond to questions, concerns and demands. Pay decedent's debts and collect amounts owed the estate. Detailed record keeping. File required income and estate tax returns. Make decisions about which assets to sell and when. Pay taxes and other estate expenses. Prepare Inventory for the Court. Prepare distribution schedules to insure the beneficiaries receive their pro-rata share of the estate. Distribute the remaining assets per the terms of the Will which might include the funding of trusts created under the Will or outright to named individuals or charities. Guardian of Estate: Guardianship is a legal process designed to protect vulnerable persons from abuse, neglect and exploitation. Greg Shannon and Shelly Shults of Senior Concepts, Inc. are certified by the Texas Guardianship Certification Board, registered in Tarrant county as private professional guardians and credentialed by the National Guardianship Certification Board as National Certified Guardians. Trustee: When acting as trustee Greg Shannon through Senior Concepts, Inc., accepts legal responsibility for carrying out the terms of the trust and performs many or all of the following: Accounting and reporting Investment management Securities custody Tax related responsibilities Duties to beneficiaries

Hours

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Categories

Estate Planning, Probate, & Living Trusts, Financial Services, Guardianship Services, Trust Companies

Neighborhood

Tanglewood

Amenities

The vision of Senior Concepts is to ensure that elders and their families have access to locally managed, profesional fiduciary expertise and services when planning and executing their financial and business matters.

Associations

Registered as Private Professional Guardians in Tarrant County, Texas. Certified to provide Private Professional Guardian services in Texas by the Texas Guardianship Certification Board. Certified as National Certified Guardians by the Center for Guardianhip Certification.

Other Link

http://seniorconcepts.com