Probate and trust administration

Your financial legacy rests with the person in charge of executing your wishes after your passing. Burdening a family member with this duty will place them in the daunting position of navigating the emotional, financial and tax hurdles to turning your desires into reality.

Hiring an experienced probate or trust administrator can alleviate this problem. Our deep domain expertise in tax and estate planning law enables us to navigate through all the legal hurdles and ensure your assets go to the right people most efficiently and cost-effectively. Put us to work for you and — as important — your heirs.

Probate

Probate is the legal process by which a person’s estate is properly distributed to his or her heirs and designated beneficiaries after death according to the deceased’s last will and testament. LEARN MORE

Trust administration

A trust is a contractual relationship in which trust assets are given from the person who creates the trust (trustor) to the trustee. The trustee is a person selected by the trustor and charged with the responsibility of carrying out the terms of the trust and distributing its assets to designated beneficiaries. LEARN MORE