Fiduciary Services

All of us are guaranteed two things in life: our first breath and our last.  Between those two events, we travel the road of life building wealth for ourselves and our family.  When the time comes, we pass our wealth to the next generation through our estate or through our trust.  

Each of these entities needs to be administered by an individual: an Executor or a Trustee.  Each position carries burdensome responsibilities.  The decision on who to appoint as your executor or trustee can be stressful.  The positions carry extraordinary responsibilities that must be executed flawlessly.  

Happily, we are here to help.  Our knowledge of trust and estate administration is extensive.  We are happy to assist your selected individuals or sit in the capacity of Executor or Trustee.

Executor Services

At the passing of a loved one, the wishes of the dearly departed need to be carried out.  The value of their estate needs to be collected and tallied.  Probate reports may need to be filed with officials in the decedent’s county, tax returns may need to be filed to report income earned by the estate, and an estate tax return may need to be filed to report the value of the decedent’s assets.

We can do all of this and more.  Ring us, we are here to help.

Trustee Services

For those of you with your affairs in order, you may have established trusts to hold your assets.  If you need a trustee to manage your trust, we would be honored to do so.  Strength, integrity, and honesty are all attributes we possess.