Estate and Trust Administration


In the event of a death in the family, we work with survivors in all aspects of administering the estate, while remaining sensitive to the grieving process.  The firm’s estate administration services include commencing probate proceedings, gathering information about estate assets, examining available post-mortem tax planning techniques, addressing creditor’s claims, preparing tax returns, handling tax audits and distributing estate assets to family members and other beneficiaries outright or in further trust.  We also assist clients with all aspects of ongoing trust administration.  Above all else, we recognize that estate administration is a highly personal area of practice and we dedicate ourselves to satisfying our clients’ peace of mind.