In response to client needs, I have begun providing Trustee and Executor services.

As with all of our services, Trustee and Executor work is individually tailored to meet the client’s specific needs.  Some clients for whom I have provided ongoing financial organizing have asked me to serve as the executor for their estates because of the trust we’ve built and my knowledge of their financial situations.

The executor of a client’s estate asked me to handle the financial paperwork aspects of the estate and provide an accounting so that he did not have to deal with closing accounts, accepting and depositing refund checks, and maintaining ongoing payments to insurance and utility companies until the family home was sold.  I work closely with the attorney, CPA, and financial adviser for the estate.

Each person’s circumstances are different.  Feel free to ask questions if you are in need of a Trustee or an Executor.