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Executor Services

Settling an estate can be a daunting and time-consuming job. While the role of the executor can be somewhat simplified to, "collect, liquidate and distribute the estate," the position is often much more complex.

Experience and knowledge can go a long way in helping you avoid personal liability, particularly when working with anxious and, sometimes, disgruntled heirs.  Clear answers and impartial guidance on the probate process, tax laws, and the investment requirements imposed on the executor can put an end to opinion-based conflicts and ease the process.

Our experience in this area spans several generations and affords us a strong working knowledge of the laws and requirements you will encounter.  Further, we can cover a wide range of scenarios, from simple to complex estates while delivering:

  • A high level of professionalism and sensitivity
  • Local access and proven service
  • Personal counsel
  • Objectivity
  • Order
  • Level-headed management at what can otherwise be a highly
    emotional and confusing time

Our advisors assume full responsibility for the proper management and distribution of the estate and will gladly work with co-executors as your needs may dictate. It’s a tremendous weight to shoulder.  Let us help.

We invite you to talk privately with a trusted advisor today.
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