If you are an Executor and unsure of what to do, we can provide personalized guidance from the very first step and at any point during the estate administration process. Through our Coaching we help you get organized, understand the process, and follow a step-by-step plan to efficiently settle the estate.
Executors must perform certain tasks that are sometimes beyond their knowledge, skill or comfort level. In those situations, we can assist the Executor by performing specific tasks within the scope of the estate administration. We employ practical and impartial expertise to ensure the responsibilities of the executor are completed efficiently.