Assistance in Estate and Trust Administration

Estate and trust administration is the process of collecting the decedent’s assets and transferring them according to the terms of the Will or trust upon death of the decedent.

Administrative services include:

• Beneficiary location

• Beneficiary release preparation and distributions

• Disclaimer preparation and execution

• Estate debt and expense payments

• Estate executor or administrator representation

• Estate inventories and accounting

• Estate probate openings

• Estate tax and income tax return preparation

• Fiduciaries advisement (executors, administrators and trustees)

• Trustee services