Estate & Probate Tax Preparation
Estate and probate tax returns, handled with care.
Losing a loved one or serving as an executor through probate is hard enough. We take the tax filings off your plate, so you can meet every deadline and settle the estate with confidence.
☎ Call 401-823-8100 ✉ Email usExecutors & administrators
Clear guidance on what has to be filed during probate, when it is due, and what you are responsible for.
Trustees
Annual fiduciary returns and K-1s for ongoing trusts, prepared accurately and on time.
Heirs & beneficiaries
Help understanding your K-1 and how an inheritance affects your own tax return.
Families planning ahead
Gift tax returns and tax-aware planning alongside your estate attorney.
Every filing an estate may need, in and out of probate
We work with executors, administrators, trustees and probate attorneys across Rhode Island to handle the full set of federal and state tax filings.
Final individual return
The decedent’s final Form 1040 and RI-1040, covering income up to the date of death.
Fiduciary income tax returns
Form 1041 and RI-1041 for estates and trusts, including beneficiary K-1s.
Federal estate & gift tax returns
Form 706, including portability elections that can preserve a surviving spouse’s exemption, and Form 709 for lifetime gifts.
Rhode Island estate tax
State estate tax filings. Rhode Island’s exemption is far lower than the federal one, so many estates still need to file.
Probate accounting support
Date-of-death values, records of receipts and disbursements, and financial schedules to support your attorney’s filings with the probate court.
Distribution & basis planning
Timing distributions and documenting stepped-up basis to reduce tax for the estate and its heirs.
A simple, guided process
Free consultation
We review the situation, identify every required return and map out the deadlines.
Gather documents
We send a tailored checklist and help you track down what is missing.
Prepare & review
We prepare the returns and walk you through them before anything is filed.
File & follow through
We file, answer notices and stay available until probate is complete and the estate is closed.
Dates executors should know
- Final Form 1040
Due April 15 of the year after death. - Form 1041 (estate or trust)
Due the 15th day of the 4th month after the tax year ends. Estates may choose a fiscal year. - Form 706 (federal estate tax)
Due 9 months after the date of death; a 6-month extension is available. - Portability election
Made on a timely Form 706, even when no estate tax is owed.
What to bring to your first meeting
Don’t worry if you don’t have everything yet. We’ll help you fill in the gaps.
- Death certificate and letters testamentary or letters of administration from the probate court
- The will and any trust agreements
- Prior two years of the decedent’s tax returns
- Bank, brokerage and retirement account statements as of the date of death
- Real estate deeds and any appraisals
- Records of income received and expenses paid after death
- The estate’s EIN, if one has been obtained
Not sure what the estate needs to file?
Call or email for a consultation. We’ll tell you exactly which returns the estate or trust needs and when they are due.
401-823-8100 ✉ ray@jraymondcpa.comThis page is general information, not tax or legal advice for your situation. We work alongside your probate attorney and do not provide legal services. Deadlines and exemption amounts change; contact us to confirm what applies to you.