Estates

Estate Settlement

We work with fiduciaries that offer comprehensive estate settlement services providing the level of trust, comfort, and professionalism you need during the difficult period following the death of a loved one.

Personal, Attentive Service

The period following the death of a loved one is difficult enough without the added burden of dealing with the settlement of the estate. Our allied estate settlement experts make the process as non-disruptive as possible for you and your family.

Services include:

Qualifying as personal representative or executor
Facilitating family meetings
Identifying, collecting, and valuing assets
Paying claims and expenses
Preparing estate and required income tax returns
Overseeing proper distribution of assets

Click below to learn more about our wealth management strategies!

Wealth Advisors
Fiduciary/Trust
Trust Administration
Planning

Contact us at 609.895.2626 to discuss your possibilities.