Estate & Trust Tax Services in Decatur, AL

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Supporting Families and Trustees in Decatur with Care and Clarity

At Evans & Harris, P.C., we provide estate and trust accounting services to individuals, families, and legal professionals throughout Decatur and Morgan County. Whether you’re acting as a trustee, settling an estate, or planning for the future, we offer dependable guidance through complex financial requirements — always with respect for the emotional and legal weight these matters carry.

We understand how important it is to get things right. That’s why we work closely with our Decatur clients to offer accurate reporting, proactive tax planning, and steady support from start to finish.

How We Help

Estate & Trust Services We Offer in Decatur

We partner with local attorneys, families, and fiduciaries to ensure estates and trusts are managed in accordance with Alabama law, tax regulations, and client wishes.

Estate & Trust Income Tax Filings

We prepare all required federal and Alabama income tax returns for estates and trusts. These filings are often complex and time-sensitive — especially during a period of loss — and we’re here to ensure accuracy and peace of mind throughout the process.

Estate Tax Planning

For individuals with significant assets, estate tax planning can preserve more of what you’ve built and reduce potential tax burdens for your heirs. We provide proactive guidance to clients in Decatur who want to protect their legacy through thoughtful tax strategies.

Fiduciary Accounting & Reporting

Trustees and executors are often required to maintain detailed fiduciary accounting — and we’re here to help. We produce clear, court-ready financial reports that track all activity and maintain transparency with beneficiaries.

Succession Planning for Business or Personal Assets

We assist Decatur families and business owners in planning for a smooth transition of wealth or leadership. Our services include coordinating with attorneys and advisors to ensure assets pass efficiently and in accordance with your wishes.

Estate & Trust Services in Decatur, AL

Frequently Asked Questions

  • Do I need to file a tax return for an estate in Alabama?

    In many cases, yes. If the estate earns income after the date of death, the executor may need to file a federal and Alabama fiduciary income tax return. These rules can be complex, but we help clients across Decatur understand what’s required and ensure filings are accurate and timely. We also help coordinate with attorneys and family members to reduce confusion during a difficult time.

  • What does fiduciary accounting include?

    Fiduciary accounting tracks all income, expenses, and distributions for a trust or estate. It may be required by law, by the terms of a trust document, or by beneficiaries seeking transparency. We prepare detailed fiduciary reports for Decatur trustees and executors that meet legal standards and provide peace of mind for everyone involved.

  • Is Alabama subject to an estate or inheritance tax?

    Alabama does not currently have a state-level estate or inheritance tax, but federal estate tax may apply for larger estates. We work with Decatur clients to review their overall financial picture and plan accordingly. Even if you don’t owe estate tax, good planning can reduce administrative burdens for your heirs.

  • Can you help with trust accounting even if I’m not a financial professional?

    Absolutely. Many trustees and executors we work with are family members, not professionals. We help you understand your responsibilities, keep records organized, and stay compliant. Our job is to make the process manageable — not overwhelming.


  • Do you coordinate with estate attorneys in Decatur?

    Yes — we regularly work alongside local estate attorneys to make sure all financial documents and filings are handled correctly. Whether you need full-service tax support or just fiduciary reporting, we’re happy to collaborate as part of your advisory team.