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Fiduciary Advantage  - Estate Administrators

SERVICES

  • PROBATE & TRUST ADMINISTRATION 
  • PROMPT MARSHALLING OF ASSETS
  • TRUST & FORENSIC ACCOUNTINGS
  • REAL PROPERTY SALES OR MANAGEMENT
  • SPECIAL NEEDS TRUST MANAGEMENT 
  • CLOSE PORTFOLIO SUPERVISION
  • MANAGEMENT OF DECEDENT'S BUSINESS (IF APPLICABLE)
  • OVERSIGHT PREPARATION OF TRUST OR ESTATE TAX RETURNS
  • CRUMMEY TRUST SERVICING
  • LITIGATION SUPPORT
  • GUARDIAN OR CONSERVATOR OF THE ESTATE OR PERSON
  • RECEIVER 

We’re often called in when…

  • You need someone capable of administering either a large or small estate.
  • A trusted family member or friend may not be available to serve.
  • Your client requires gentle, personal attention because of age or incapacity.
  • The estate has real property which must be carefully maintained or sold for maximized return.
  • A neutral administrator is required in order to minimize family discord.
  • You want an alert fiduciary to protect your client from unwanted influence or elder abuse.
  • You want a team you can count on to administer the estate with the highest possible professionalism and a minimum of difficulties and expense.

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