Estate Settlement Services

Estate Settlement Services

Successfully transferring your assets, as you wish, requires both a will and a skilled personal representative. We ensure that your instructions will be carried out and your beneficiaries will receive committed personal attention throughout the administration of your estate.

Through our Estate Settlement Service, we administer your estate and take it through the complexities of probate. Our estate experience lets us settle your estate without necessary delay and disruption for your heirs.

• Arranging for probate
• Collecting, inventorying, valuing and protecting your assets
• Managing your assets during the estate administration period
• Accurate record keeping
• Paying estate taxes, expenses, and debts
• Preparing and filing income and estate tax returns
• Distributing estate asset to beneficiaries
• Most importantly, following your directions in your Will.