Estate Settlement

Through our Estate Settlement service can assist you in administering your trust or the trust of a loved one who is experiencing a period of disability. Our processes are designed to assist the designated trustees or executors in following the instructions left for them in the event of disability or death, and to ensure that the grantor’s wishes are fulfilled, and all legal requirements are satisfied. During the administration, we can help you to transfer assets to or for the benefit of the proper beneficiaries, and to file all necessary tax returns and accountings.

If you are expecting to be a trustee or executor, or suddenly find yourself in that unexpected role, plan to attend one of our regularly scheduled Successor Trustee Workshops, or contact us for a private workshop for you and your family.

You can also request a copy of our Executor’s Guide and our Estate Settlement Checklist.

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