Estate & Trust Administration

Offering a robust line of services to meet your personal and business needs

Estate & Trust Administration

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Whether you just found out you are an executor or trustee or have been one for a while, you have probably realized there are complexities, responsibilities, and duties that are out of your comfort zone. We have a solution for you.

We help you interface with the attorneys, beneficiaries, banks and investment companies to handle the ongoing accounting, tax, and administrative requirements that accompany estates and trusts.

We recommend these services for existing executors and trustees and those that know those responsibilities will fall on their shoulders in the next few years.

Examples of these services are:

  • Document review to assist you in staying compliant with requirements
  • Determination of required distributions
  • Tax planning with respect to income and distributions

If you would like to benefit from our expertise, request a discovery call!

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