We have extensive experience in assisting fiduciaries, whether they be professional or layman, in various aspects of trust and estate administration. This ranges from advising about the proper records to maintain to assisting in making distributions to beneficiaries. We also provide individual "management services" tailored to the specific needs of clients. Some clients find themselves unable or unwilling to pay bills, reconcile checking accounts, or maintain the financial records needed for tax return preparation.
We have establised systems in place for documenting, chronicling, and reporting the activity of an estate or trust.
We are happy to do as little or as much as the individual client requires, from merely doing their monthly bank reconciliation, to making all bank deposits and paying all bills for them.