Estate Settlement

It’s a distinct privilege and responsibility to be able to share your wealth with loved ones and the philanthropic causes closest to your heart.  Our collaborative team draws from a depth of knowledge and years of experience to ensure your estate plan is executed objectively, expediently—and with sensitivity.  We disburse assets as directed, seek to minimize taxes and expenses, and honor your intentions.  During what can be a difficult time, we serve from a place of stability and compassion.  Our support and guidance reduce your family’s stress.  We manage all duties related to settling an estate, including collecting and distributing assets, preparing property to be sold, supervising tax preparation, portfolio reporting and paying expenses.  Beyond these duties, it’s our accountability, empathy and expertise that foster true peace of mind for you and your family.