Estate & Trust Tax Services in Huntsville, AL

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Helping Huntsville Families Navigate Estate & Trust Responsibilities

At Evans & Harris, P.C., we provide comprehensive estate and trust accounting services to clients in Huntsville, Alabama and throughout Madison County. Whether you’re administering a trust, settling an estate, or preparing for the future, we help you meet your responsibilities with accuracy, clarity, and respect.

We understand the emotional and logistical challenges that often come with these situations. Our goal is to make the financial side of things easier — so you can focus on what matters most.

How We Help

Estate & Trust Services for Huntsville Clients

We work with trustees, executors, legal professionals, and families across Huntsville to provide accurate tax filings, detailed fiduciary reporting, and thoughtful planning.

Estate & Trust Tax Filings

We prepare federal and Alabama income tax returns for estates and trusts, ensuring compliance and reducing the risk of penalties. Whether you’re working with an attorney or managing things yourself, we’ll help you meet all deadlines with confidence.

Estate Tax Planning & Preparation

For clients in Huntsville with sizable estates, we offer proactive tax planning to help reduce federal estate tax exposure. Even if your estate isn’t currently taxable, advance planning can ease the burden for your heirs and minimize confusion later.

Fiduciary Accounting for Trustees & Executors

We assist fiduciaries with clear, detailed financial reports that track income, distributions, and expenses — formatted to meet legal requirements and keep beneficiaries informed. If you’re responsible for a trust or estate in Huntsville, we’ll help you stay compliant and organized.

Succession Planning for Family Wealth or Businesses

Planning to pass down a business or personal assets? We help Huntsville clients think ahead with tax-efficient succession plans that protect assets and reduce administrative complexity for future generations.

Estate & Trust Services in Huntsville, AL

Frequently Asked Questions

  • Do I need to file tax returns for a trust or estate in Huntsville?

    In many cases, yes. If the estate or trust generates income after the date of death, you’ll need to file fiduciary income tax returns at the federal and state level. We help Huntsville trustees and executors meet these requirements and avoid costly mistakes. Our process is thorough, efficient, and tailored to your specific needs.

  • Can you help with estate tax planning in Alabama?

    Yes — while Alabama does not currently have a state estate tax, the federal estate tax still applies for larger estates. We work with Huntsville-area families to evaluate their exposure and plan ahead. Even for estates that won’t owe tax, proper planning can simplify administration and reduce family stress.

  • What does fiduciary accounting involve?

    Fiduciary accounting involves keeping detailed financial records for an estate or trust, including income, expenses, and distributions. These records may be required by law or requested by beneficiaries. We help Huntsville trustees and executors prepare clear, professional reports that meet court and legal standards.

  • Can you work with my estate attorney in Huntsville?

    Absolutely. We often coordinate with local estate and probate attorneys to ensure all financial filings and reports align with the legal side of administration. Whether you need full support or just fiduciary accounting, we’re happy to collaborate.

  • I’m not familiar with these processes — can you walk me through them?

    Yes — many of our clients have never served as a trustee or executor before. We take the time to explain what’s required, help you stay on track, and make the process as smooth as possible. You’ll always know what’s coming next — and we’ll be with you the entire way.