Estate and Trust

Whether you are in the estate planning phase, administering a trust, trying to close an estate, or seeking someone to serve as personal representative or executor, we are equipped to assist you.

Estate Planning

We will work closely with your attorney to assist you in  taking the steps to ensure that your goals and wishes are properly reflected in your estate plan.

Administration

Oftentimes individuals who are appointed as fiduciaries of a trust or estate​ have no training or experience in this area. Our firm can lend a helping hand by consulting with you and giving guidance in this area.

Executor or Personal Representative

While a family member or close friend is often the logical choice for an executor or personal representative, there are situations where this is impossible or ill-advised. Our proficiency and experience in functioning in this capacity make us a very good alternative.

Tax Services

Like other legal entities, estates and trusts have tax reporting requirements. We are available to educate you on these requirements and prepare tax returns for you.

"By failing to prepare, you are preparing to fail"

-Benjamin Franklin