Upon engagement, the Trustee officially becomes our client and signs the initial administration documents.  At that time we present the Trustee's Estate Administration Binder.  This binder contains a blueprint detailing the special issues we will undertake on the Trustee's behalf, an agenda for a series of meetings, the goals of the next meeting, and a list of the professionals who will participate in the meetings.

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    Estate Settlement
  •  
    Estate Settlement