Individual Services

Estate and Trust Services

Our professionals have the experience and expertise necessary to assist individuals in administering an estate or trust. The administration of a trust or estate carries a great deal of responsibility. Our Certified Public Accountants utilize their extensive business and technical background to provide professional services to individual fiduciaries. As part of our services, we interact with lawyers, brokers, financial planners, accountants, insurance agents, and other members of the decedent’s family.

Estate and Trust Services include the following services:

  • Fiduciary Accounting
  • Preparation and filing of tax returns
  • Tax Elections

We also work in collaboration with other professionals in estate plan design and the preparation of your trusts.