Caring and Experienced Assistance Following a Death

An estate or trust needs to be properly administered following a death. The many responsibilities in administration can seem daunting. We are here to help. Our professionals can assist with the probate of wills, trust administration, and the administration of an estate. We regularly advise trustees and executors on a wide range of administrative, legal, and tax issues.

Some estates and trusts will have only a few assets to transfer, while others require real property transfers, management of operating businesses, or preparing and filing complex estate tax returns. We tailor our services based on the needs of the executor or trustee to provide our services in a cost effective and efficient way.

“An executor or trustee who engages us can expect thoroughness, attention to detail, and sound advice. We are a helping hand when our clients need it most.”
Suzanne Mason