We prepare and explain the documents the Trustee will need in order to acquire the legal authority to act on behalf of the estate.  After signing these documents and with this authority, the Trustee is empowered to send the required notices to beneficiaries, family members, financial institutions, Country Recorders' Offices, and other governmental agencies.  We facilitate the engagement of third parties to gather, chart, and determine the character and value of each asset.  We then assist in determining the applicable income and estate tax issues.

  •  
    Estate Settlement
  •  
    Estate Settlement