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.