Trust and Estate Administration Support Services

trust-and estate administrationOur Trust and Estate Administration Support service gives assistance to family fiduciaries and their attorneys and accountants with the many tasks associated with administering a trust and settling an estate. We provide services including gathering and organizing personal records of the deceased, handling mail and bill payment on behalf of the trust or estate, preparing inventories, obtaining appraisals and coordinating estate liquidation. We are also available to prepare fiduciary accountings and assist with collecting data for the individual and fiduciary tax returns..

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