FRESH Legal Group

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Our Services

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Frequently Asked Questions

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What entities are covered by the U.S. Estate & Trust tax return service?

This service covers one domestic decedent's estate or domestic trust, which are separate legal entities for federal income tax purposes.

What is included in the preparation and filing of Form 1041?

The service includes preparation and filing of Form 1041, standard domestic schedules like Schedules B, G, and K-1s, filing of Form 7004 for extensions, and e-file and payment guidance.

What are the filing deadlines for estates and trusts?

Calendar-year estates and trusts must generally file by April 15 of the following year, while fiscal-year filers must file by the 15th day of the fourth month after year-end.

What is the fee for the U.S. Estate & Trust tax return service?

The fee is $850, covering the preparation and filing of one Form 1041 return package, including core schedules and a standard set of beneficiary Schedules K-1.

Are there any additional charges for complex cases?

Yes, complex cases with unusual elections or extensive beneficiary reporting may incur additional charges, but a fair, transparent quote will be provided after review.