Estate Administration

Many people think estate planning is as simple as choosing “who gets what.” Usually, though, there are a number of other things to take into consideration, such as taxes, asset valuation, accounting and more. We support your representatives and ensure your wishes are followed by providing a variety of services, including:

  • Serving as trustee and personal representative/executor, if desired
  • Consolidating and transferring assets
  • Reviewing financial documents, including tax returns
  • Managing the household and performing care assessments
  • Administering trusts