Estate-paperwork administration

Arranging estate and trust paperwork, in even the simplest cases, can be a daunting task. It generally involves meetings with attorneys, accountants and financial advisors. It’s usually undertaken by those who want to be prepared.

“Being prepared” means keeping files orderly and updated. We coordinate the necessary documents and work to make the process a little smoother – helping to keep you organized and your records current.

Estate-paperwork administration services include:

• Contact person for your professional advisors
• Personal-property schedules
• Real-property schedules
• Investment schedules
• Insurance policies and records of payments
• Review of business interest buy-sell arrangements
• Organization of wills, trust and estate paperwork
• Electronic storage of important documents
• Annual review and file maintenance