Estate and Trust Administration

Serene Painting of a summer day with stream and bridge reinforcing our Estate and Trust Administration services. Our experienced team will guide fiduciaries through every step of estate and trust administration at the time of death, as well as ongoing trust administration, providing assistance as required with each of the following:

Analysis of Legal Issues
Federal Estate Tax Return
Federal and State Income Tax Reporting
Probate Proceedings
Executor Qualification
Collection and Valuation of Assets
Inventories
Court and/or Beneficiary Accountings
Satisfaction of Creditors
Asset Transfers and Distributions