Estate and Trust Services

When an individual is appointed as the independent executor under a will or as the trustee of a trust, the administrative and management responsibilities can be overwhelming. We can assist with investment administration and management, setting up the proper accounts and helping to move financial and other assets into the proper hands. We can also gather information and coordinate the preparation of any required tax filings, either income or estate tax related. Above all else, we can help family members understand the provisions in the planning documents and how best to proceed in managing them for the future.

For estates in particular, we can be very helpful as a guide in understanding the wishes of a decedent, organizing the estate assets for transfer and managing the process effectively. With our estate and trust services, we work in concert with the appointed executors or trustees and estate and probate attorneys to make sure that the probate process works as smoothly as possible and that the various bequests and trusts are properly funded into appropriate accounts.