One quick (thread hijacking) question, if you don't mind a fast freebie....
When my Dad died last year, we did the attorney thing, as his firm had redone the parental Trust two years before as both aging parents were becoming dementia-ridden. I got the POA and Trustee stuff.
When Mom goes in the next year or two (she's 87 and her Alzheimers is not gettin' any better, of course), should I pay the attorney another $3500, as with Dad, or let their CPA handle the final BS? *
*Dad was a CPA and sold the practice after he retired....we use that buyer's successor.
Sorry it took so long to respond, I had to leave.
I would still use the lawyer. The problem with the CPA is that some of what you are up against is compliance with the court, not the domain of a CPA (tax only).