Estate Planning & Settlement Services

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