The ultimate goal of estate planning is to ensure the security of your family and other names in your Will. Our Trust & Asset Management Division will provide professional estate administration services that coordinate the tax, investment, administrative, and accounting aspects of estate administration.
 
Services include:
  • Arranging for probate
  • Collecting, inventorying, valuing and protecting assets
  • Managing assets
  • Paying estate taxes, expenses, and debts
  • Preparation and filing of tax returns
  • Distribution of estate assets to beneficiaries
  • Most importantly, we follow instructions outlined in your Will.