We will understand the personal and family dynamics that influence estate planning decisions. Together, we’ll review your plan periodically to ensure that your documents reflect the most current tax issues and family concerns.
Estate settlement is a complex and technical process, even in a simple estate. It is important to select a Personal Representative whom you trust to ensure that your estate is settled properly and in a timely manner, in accordance with your wishes. Our representatives are seasoned in the estate settlement process, bringing peace of mind to your family in knowing that your estate is being settled by a team of experienced professionals.
In addition, we provide estate settlement agency services to individuals named as Personal Representatives of estates. Many named individuals want to remain involved in the estate settlement process, but want to avoid the day-to-day duties of settling a loved one’s estate. Our intimate understanding of you and your family can ease the burden of a difficult responsibility.