Often, people are not aware that trusts require careful administration after death. Trusts may be written and signed and, largely forgotten until there is a death. Then, legal and tax requirements kick in before assets may be distributed to the heirs.
For over 30 years, our compassion and skill have helped families get through an often difficult transition period.
When we started in this field over 30 years ago, 90% of our work was creating trusts! Today, much of our work is helping families to administer and distribute their trust assets. Sometimes, we handle different or sensitive communications with family members with whom the successor trustee would rather not communicate.