Estates

Counsel Trust provides independent, comprehensive, professional estate administration services to help make a client's adjustment to personal loss smoother and more family focused.

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.

That's why so many clients turn to Counsel Trust for a seamless administration of estate services. Our expertise and strength offer families much-needed security and peace of mind in uncharted waters of estate settlement.

We're 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. And as an independent executor, we're 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. And, our skills help clients avoid taxes, interest and penalties that can often occur from protracted estate settlement delays.

In addition to easing the estate management burdens for loved ones, Counsel Trust has the experience to discover opportunities for "post-mortem tax planning" - hidden and generally unknown methods to maximize inheritance distributions to
beneficiaries. These opportunities are generally in the form of additional tax deductions and discounts, investment efficiencies, and cost savings for client estates. In every decision, we're driven by your best interests.