Rest assured, we are here for your loved ones if you become incapacitated and when you die. We hold their hands (sometimes, literally), guiding them through administration while following the instructions you’ve outlined in your estate plan. Remember, your estate plan is really just a legal instruction book. You’ve made good decisions and, with our guidance, your successor trustees, executors, and other trusted helpers will carry out your wishes.
We help your trusted helpers such as successor trustees and executors understand their duties; gather, protect, and manage assets; file all appropriate tax returns; pay legitimate bills; create sub-trusts; collect death benefits; dissolve trusts; consider disclaimers; distribute assets to beneficiaries or sub-trusts; and make good decisions.
The bottom line is that your loved ones are not alone, trying to make their way through an unfamiliar world. We are there for them to make sure your instructions and the law are followed. Our goal is to provide your loved ones with guidance, peace of mind, and support so that what you pictured in your mind’s eye when you did your estate planning comes to fruition. Your loved ones are in good hands.