Our team has the knowledge, experience, and resources to administer trusts objectively while keeping in mind the wishes of the creator of the trust and the needs of the beneficiaries.
- Arranging to have sufficient funds for the family during probate
- Gathering and valuing estate assets
- Completing all filings required by the Clerk of Court & verifying the validity of claims
- Filing all accounting and tax returns, including final income tax, estate tax, and fiduciary tax returns
- Distributing the assets in accordance with the terms of the governing instrument