Estate Settlement

Nominating the right executor is a key choice in planning for your estate.

The effectiveness of your Will is often dependent upon the knowledge, skill and experience of the personal representative you select. A personal representative supervises the settlement of your estate as you have directed in your Will. Unfortunately, many individuals leave an unrecognized weak point in their wills: spouses, relatives or business associates are designated to fill what is presumably the mostly ‘honorary’ post of executor or personal representative.

In reality, estate settlement involves a demanding, complex set of tasks - and the results, for better or worse, depend upon the experience, skills and judgment of those you designate to handle the job.

By selecting our team of dedicated professionals as your executor or personal representative, you are assured the peace of mind we will safeguard the assets of your estate, arrange payment of proper debts, contest improper claims, collect sums owed to your estate, and file your estate and income tax returns. We will decide what to sell (and when) to pay taxes and estate expenses and what to hold for distribution to your beneficiaries or to trusts that you establish for their benefit.