Trust Administration


  • Providing Notice to all heirs and beneficiaries of Trust;
  • Identifying and Collecting Trust Assets;
  • Confirming Title to Trust Assets;
  • Obtaining Appraisals of Trust Assets;
  • Paying final Debts of Trustor;
  • Overseeing Preparation Personal and Trust Tax Returns;
  • Preparation Accounting of Trust Assets;
  • Preparation of Distribution of Plan of Trust Assets; and,
  • Distributing Trust Assets to beneficiaries.