To assist you in administering your estate, we can be appointed as personal representative, becoming an officer of and responsible to the court for the proper administration of your assets. As your Personal Representative, some of our responsibilities include:
- Filing an inventory with the court listing estimated values of all assets
- Taking possession of all assets belonging to the estate according to your wishes
- Preparing and filing any and all required tax returns
- Filing an accounting of all receipts and expenditures in the estate
We will also work with your attorney and accountant to offer a variety of additional fiduciary services, including: legacy planning, wealth protection and tax efficient wealth transfer, philanthropic advisory, and business succession and transfer issues.