Make sure your estate or trust passes how, to whom, and when you want it.
Whether the estate administration is through a trust, will or estate, we can service in an agency or directly named fiduciary capacity.
Our years of experience and expertise will help you and your family during this emotional and difficult time and ensure that the estate settlement is done as professionally and efficiently as possible.
We handle:
- Safeguarding and proper asset valuation
- Navigating the complex administration and accounting issues
- Providing transparency through regular statements
- Ensuring proper tax returns are prepared
- Assisting with the proper liquation of assets as needed
- Assisting with the stated distribution terms and options
- Assisting with addressing creditor issues
- Providing vital bill paying services
- Assisting with any required title transfers
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE