Service Description

Turn to us in your time of need! Let us help you gain the peace of mind that comes from legally managing your trust assets. Documents that will be helpful in your meeting: ● Trust and any Amendments ● Death Certificate (if available) ● Decedent’s most recently filed federal and state tax returns ● List of names and dates of birth of spouse and children ● Assets titled to the Trust ● Assets payable to beneficiaries ● Assets not titled to the Trust or payable to a beneficiary ● List of creditors