As your executor, we guide your beneficiaries through what can be a legally and financially complicated process while carrying out your wishes. This service mirrors those of trust and estate administration, although in this role we also help your beneficiaries navigate probate court. Some of the administrative tasks we handle include:

• Guiding beneficiaries through the probate process
• Managing and distributing assets
• Managing investments
• Ensuring tax compliance
• Preparing and filing of federal and state tax returns
• Accounting, record keeping and reporting
• Communicating with beneficiaries

In the event you do not have a will, we can step in to serve as your personal representative to oversee your estate. In this role, we have a fiduciary duty to the estate, meaning we must always act in the best interest of the estate and its beneficiaries. This could involve everything from working closely with a probate attorney to managing distributions.

To support your family during an emotional and stressful time, we can handle the estate settlement process. Depending on their needs, this could include taking on responsibilities such as:

• Handling immediate tasks
• Managing expenses
• Ensuring compliance and accurate filings
• Coordinating with attorneys and accountants

Keeping unique assets in your family can be a way to provide for the next generation. To help preserve your family’s legacy, we can manage the following types of assets on behalf of your beneficiaries:

• Agricultural assets
• Small businesses
• Real estate and rental portfolios
• Mineral and earth rights
• Artwork and collectibles
• Complex ownership structures