Taking on the role of an executor or trustee is a significant responsibility, and it can come with potential liability, complicating what is already a difficult time for your family. With an expert guide, you can honor the wishes of your loved ones without exposing yourself to risk or creating unnecessary conflicts.
We help executors and trustees to do the following:
- Avoid mistakes and potential liability.
- Collect and value assets
- Address and interact with creditors
- Prepare tax returns
- Facilitate timely distribution to beneficiaries
Protect yourself and the wishes of your loved ones.