Trustee Services
Protect Your Family, Business, Future and Legacy.
You can rely on and trust us to be there for you and your family after the loss of a loved one.
We recognize that after the death of a loved one, emotions are often raw, surviving loved ones often feel confused, frightened and overwhelmed with grief– and any decision making can feel almost impossible. But you don’t have to do it alone. The only decision you have to make is to call us!
Most people have never had to deal with a trust estate before, don’t know where to start or what their responsibilities and obligations are to the beneficiaries of the trust estate. We do!
Helping People is What We Do
We have walked this road many times before, both personally and on behalf of our clients. So, when we say we know how it feels, we mean it. We know how hard it can be. We can help ease that burden! We will help you navigate that process successfully and reduce your anxiety and stress. And we’re here to help should you need it.
We have many years of experience in all aspects of trust administration relative to real estate, financial assets, estate personal property (art, collections, antiques, etc,) while navigating the frequently difficult task of the dealing with the different ways families grieve.
We are trusted by our clients to step in and handle everything from the basic financial work as well as complicated and challenging issues and circumstances that surviving family members face.
Whether you decide to appoint us as your Successor Trustee or call on us to learn more about Trust Administration when you are named a Successor Trustee in a trust, we can help!”
- Marshalling the Assets
- Handling Banking Issues
- Dealing with Creditors
- Notifying Beneficiaries & Heirs
- Liquidation
- Payment of Debts
- Appraisals of Personal Property
- Proper Transfers of Firearms
- Reports and Accountings to Beneficiaries and Heirs
- Closing the Estate
Committed to Our Client’s Peace of Mind and Their Family’s Well-Being
Contact us today for a free consultation and let us help you secure your family’s future.