Estate and Trust Administration

Serene Painting of a summer day with stream and bridge reinforcing our Estate and Trust Administration services.Our experienced team will guide fiduciaries through every step of estate and trust administration at the time of death, as well as ongoing trust administration, providing assistance as required with each of the following:

  • Analysis of Legal Issues
  • Federal Estate Tax Return
  • Federal and State Income Tax Reporting
  • Probate Proceedings
  • Executor Qualification
  • Collection and Valuation of Assets
  • Inventories
  • Court and/or Beneficiary Accountings
  • Satisfaction of Creditors
  • Asset Transfers and Distributions