Given the range of emotions that can arise during estate settlement, it can be a comfort knowing that we will do everything possible to guide your family through this difficult process. Our experienced team will work closely with your accountants, attorneys and other professionals to make sure your (or your loved one’s) plan is executed according to your wishes.

  • Trustee services provided by experienced professionals
  • Tax-efficient solutions for even the most complex estates
  • Timely collection, valuation and distribution of assets
  • Court administration services
  • Monitoring of taxes and other expenses
  • Preparation of estate, inheritance and income tax returns
  • We can also act as a corporate trustee