Trust & Estate Administration
Our attention to family needs does not stop at the estate plan. We will be there to help your family through all aspects of estate and trust administration. We assist personal representatives, trustees, and beneficiaries in the probate of an estate or the administration of a trust. The process involves communicating effectively, selecting an appropriate fiduciary, gathering asset and liability information, protecting the assets, valuing the assets, preparing an inventory, preparing estate tax returns, notifying creditors, paying debts and taxes, resolving claims, preparing annual and final accounts, making distributions and closing estates.