Estate Services & Administration
We care about you and your family and we take pride in helping our clients manage their estate.
We can help you and your family manage, preserve and transition wealth by providing a wide range of comprehensive estate services administered with objectivity and care.
In serving as executor, co-executor, or personal representative, our team provides the following estate administration services:
- Collect and secure estate's assets
- Appraise the estate's assets
- Notify creditors and pay debts
- Collect money owed to the estate
- Manage estate's assets (real estate, securities, family-owned business, etc.)
- Provide detailed reports to beneficiaries and probate court
- Choose tax year for the estate
- Complete and file income and estate tax returns
- Distribute estate's assets to beneficiaries
Let us take care of the complexities of estate administration. Contact us to get started.
For more information on estate planning, click here. PDF
To meet the Private Wealth Services Team, click here.