Estate Services

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Creating a well-executed plan

Pass your legacy on to your beneficiaries in the most efficient and effective way possible with our Estate Services. As the executor, personal representative, or trustee of your estate, our specialists have the experience needed to ensure that your plan is implemented correctly, disputes are resolved, and assets are distributed in a timely manner.

We’ll manage every aspect of the settlement process, including:

  • Plan review
  • Probate and trust administration
  • Post-mortem planning
  • Fiduciary tax return preparation

And, if needed, we’ll add specialists who can provide asset management, family business valuation, and family business management. 

As one of the largest national providers of settlement services, we staff your team with members who hold advanced degrees and certifications related to complex estate, tax, and financial planning matters. They will consult with your your attorney, accountant, and other outside advisors and provide ongoing support for your beneficiaries.

Estate Settlement Essentials

How to navigate the settlement process for executors and trustees.

Go step-by-step

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