Estate and Trust Administration

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We help executors and trustees avoid mistakes and potential liability. We’ll help you collect and value the assets, deal with creditors, prepare the tax returns, and facilitate timely distribution to the beneficiaries with a written agreement that protects the executor or trustee from personal liability.

 


Still unsure, need more direction?

We've been helping people just like you for years with trust and estate matters, and protecting executors and trustees from liability by avoiding common mistakes. Let us handle the paperwork and tax matters, so you can be confident that details are being addressed properly.