Estate Administration
Many people think estate planning is as simple as choosing “who gets what.” Usually, though, there are a number of other things to take into consideration, such as taxes, asset valuation, accounting and more. We support your representatives and ensure your wishes are followed by providing a variety of services, including:
- Serving as trustee and personal representative/executor, if desired
- Consolidating and transferring assets
- Reviewing financial documents, including tax returns
- Managing the household and performing care assessments
- Administering trusts