Estate and Trust Administration

Upon your passing, we’ll help tie up all the loose ends. That includes assisting the executor of your estate to gather your assets, pay your debts, settle disputes, and distribute whatever is left according to your estate planning wishes.

With proper estate planning, unlike a will, a trust is a private document and need not be filed with the probate court.

Nonetheless, the trustee must still take steps to administer the trust.

As a trustee, you have a fiduciary responsibility to the beneficiaries of the trust.