Services
The key to preserving and protecting a trust or estate is experienced oversight and administration. To ensure success, we engage with our clients in all aspects of the planning and administration process, including Fiduciary Administration, Financial Administration and Estate Plan Consulting.
❧ Fiduciary Services
The endurance of any estate plan relies on the expertise and performance of the fiduciary who administers it. We employ comprehensive fiduciary administration and advisory services to preserve and manage your assets, including:
Trust Administration
Sole or co-trustee, successor trustee, testamentary or inter vivos appointments, or as agent for an individual named as trustee for:
- Irrevocable Trusts
- Revocable Trusts
- Insurance Trusts
- Charitable Trusts
Estate administration
Sole or co-Personal Representative, or as agent for an individual named as Personal Representative
- Probate Administration
- Estate Settlement
Private foundation
- Application and Grant Administration
- Grant Recipient Selection and Due Diligence
Attorney in fact
For Finances under Durable Power of Attorney (in connection with fiduciary appointment to facilitate transfer of assets)
Fiduciary reporting
Reporting for all types of entities, including:
- Principal and income accounting and reporting
- Periodic trust accounting reports
- Tax lot accounting and reporting
- Accounting, reporting, and payment of trust expenses
- Payment of scheduled and discretionary distributions to beneficiaries and other parties
- Principal and income fee allocation
- Record keeping for tangible personal property owned by the entity, such as jewelry, art and collectibles
❧ Financial AdministrationAutonomous and fee based, our financial administration assumes the burden of ongoing asset management and organization, including:
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❧ Estate Plan ConsultingWith over 25 years focused on estate planning, we work with families to craft tailored solutions to address their unique objectives. This may include:
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"Thank you for the updates and attention to all the seemingly infinite details."