Trustee & Fiduciary
One of the most important aspects of financial planning is making sure your final wishes are met. If you are in need of a trust-worthy, independent administrator for your estate or trust, we are here to help. We have served as trustees and executors for numerous estates and trusts and know how important it is to have a trustee you can rely on. If you are ready to take the hassle out of handling your financial affairs, contact us today. Below are some of the services we provide during administration:
- Arrange appraisals and act as liaison on other administrative matters.
- Collection of assets and distribution to beneficiaries.
- Account for estate assets and prepare financial statements.
- Prepare all required tax returns.
- Serve as client appointed trustees and executors of trusts and wills.
- Serve as court appointed special administrator for estates where no executor was appointed by the decendent.
