Trust & Estate

herotrustThe details that face an executor or administrator of an estate & trust can be overwhelming. Without fully understanding what is required, it’s difficult to make the right decisions to protect the intentions of the estate. We offer consultation on these duties as well as the filing of the following documents:

  • Inventories
  • Court accountings
  • Final income tax returns for the deceased
  • Estate tax returns
  • Trust income tax returns


pdf iconDownload our Estate Administration Steps