You or your successor trustees can handle much of the trust administration duties, but some advice and help can go a long way toward reducing the burden during what can be a very trying and emotional time. Probate can be very complicated, confusing and time consuming. We’re here to help with trust administration and probate.
Trust Administration
Probate Services
Probate and Trust Litigation
Small Estate Administration
Post-Mortem Tax Planning
Conservatorships and Guardianships
Bank Account Transfers
Brokerage Account Transfers
IRA/401K Transfers