Fiduciary Services

     Our estate administration professionals work with you and your advisors to guide you through the complicated process of estate settlement including:

• Asset identification, collection, valuation and management
• Probate estate and trust administration
• Tax and legal strategies development to minimize all types of taxes– estate, generation skipping and income
• Tax preparation or review
• Preparation of all required inventories and accountings
• Distribution of assets in accordance with the estate plan

     We can assist by serving as executor, trustee or agent – providing as much support as you desire.