Estates
Counsel Trust provides independent, comprehensive, professional estate administration and investment services, helping bereaved families to better adjust to their personal loss. We work with the family's designated attorney and in some instances, individual co-executors to add needed impartiality in estate settlements and administration.
The responsibilities of serving as an estate executor can be complex and time-consuming. Often these demands place personal, legal, and financial burdens on family members at a time when it’s difficult to concentrate on such decisions.
- Our expertise and strength offer families much-needed security and peace of mind in the unchartered waters of estate settlement.
- We are sensitive to the many important decisions families and beneficiaries must make after the loss of a loved one.
- When Counsel Trust is named as executor, we work objectively in the best interests of all estate beneficiaries.
- As an independent executor, we are ideally positioned to be an impartial intermediary should disagreements arise among beneficiaries.
- Our technical expertise as an experienced corporate fiduciary makes us intimately knowledgeable of the responsibilities of an executor.
- Our estate settlement skills and experience help clients avoid taxes, interest, and penalties that can often occur from protracted estate settlement delays.