Estate planning laws are constantly changing. Family members or friends are thrown into an intense and stressful role of as a Trustee with little or no experience. Personal wealth transfers, acquiring valuations, and special needs trusts are a few of the many issues that concern a Trustee who is trying to balance the daily rigors life with the frustrating responsibilities as a Trustee.

We offer our expertise and business acumen to Trustees assisting them with guidance and confidence in the discharge of their duties. In addition, our extensive network allows us to recommend professionals such as estate attorneys and valuation experts to Trustees assisting them in the execution of their duties.

If a Trustee has established a team, we work closely with their attorneys, financial planners and other professional advisors as a central hub for financial communications.

In addition to providing the traditional services of accounting, bookkeeping, and tax preparation that are required by both estates and trusts, we assist attorneys in preparation of documents required by the court for probate and special needs trusts.