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Estate Settlement


Executor, administrator and agent for the executor - Settling an estate can be a daunting and time-consuming job. Our experience spans several generations and covers a wide range of situations from very simple to highly challenging and complex estates.

While the job of the executor can be somewhat simply stated, "Collect, liquidate and distribute the estate," the reality of the position can be anything but simple. The job requires a sound understanding of the probate process, tax law, and the investment requirements imposed on the executor. Experience and knowledge can go a long way in helping the executor avoid personal liability and work effectively with anxious and, sometimes, disgruntled heirs.

Our officers have decades of experience and offer:

  • Professionalism
  • Local, dependable service
  • Personal counsel
  • Objectivity
  • Order
  • Level-headed management at what can otherwise be a highly
    emotional and confusing time

We assume full responsibility for the proper management and distribution of the estate and will gladly work with co-executors as a family's needs may dictate.

 





We invite you to call us for more information and to set up a private investment consultation. 1.800.826.5534 or 610.372.6414


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