Estate & Trust Administration

Who Benefits:

• Accountants, Attorneys who do not practice in this area
• Clients who die with substantial assets (ie, over $600,000)
• All trustees, individual or corporate entities
• Any individual having powers or rights under a trust

How you benefit:

• Accurate, timely and complete estate and trust returns and tax/ accounting compliance
• A specialist to support the client's generalist accountant and/or attorney
• One stop shopping for compliance and valuation work