Professional Trust and Estate Administration Services
We offer a variety of Estate Administration Services and Notary Services
Insurance Appraisal and Management Services
We offer the following services for Non-Profits and Estate Planning Attorneys
- Qualified Appraisals for gifts of all types or life insurance and commercial annuities
- Completion of Form 8283
- Insurance policy and company due diligence analysis for charitable donees Annual Policy Review service
Mobile Notary Services
Need something notarized? Need to expedite a Financial Power of Attorney? We offer Mobile Notary Services to help expedite estate services.
Estate Administration Services
This service may include some or all of the following:
- Estate Administration. The same service provided by lawyers.
- Assistance to attorneys in the Estate and Trust Administration Process
- Personalized services tailored to the needs of grantors, beneficiaries, trustees and executors.
- Complete independence. We have no conflict of interest in meeting the objectives of the Trust.
- Administration of assets in trusts other than marketable securities including life insurance, real estate and closely held stock.
- Administration of Charitable Trusts, Annuity Programs, and Family Limited Partnerships.
