Estate settlement involves a demanding, complex administration with success dependent upon the expertise, skill, and judgment of the appointed fiduciary. Through your trust or will, we ensure all the legal aspects of administration are fulfilled as required.
We manage the assets of the estate (personal possessions, real property, and investments), working diligently to minimize the impact of federal and state taxes. We go beyond fulfilling the legal requirements of estate settlement; our professional representatives combine experience, expertise, and communication with heirs and family members, keeping all interested parties informed at every step of the settlement process.
Our skilled officers successfully administrate the most complex estate situations, always ensuring sensitivity and consideration to family values and personal situations.
- Open and administrate probate.
- Identify, protect, value, and manage assets.
- Pay final bills and expenses.
- File final income taxes.
- Accounting preparation.
- Distribute estate to heirs.
- Close estate.
