Should a family desire an impartial third-party professional be appointed so as to avoid the potential relational consequences which can arise when tasking a family member or friend with the responsibility of estate settlement, Trustee Services Group would be privileged to serve and help.
When settling an estate, our desire at Trustee Services Group is threefold . . .
1) Help families avoid the relational strife which can arise when settling an estate;
2) Efficiently close out the financial affairs of the deceased so the assets can again be enjoyed by the heirs and estate beneficiaries; and
3) Provide the appropriate communication and record keeping to all concerned so that the family can instead address their grief and adjust to this next chapter in their lives.
Should you desire to appoint a friend or family to assist with their estate settlement, we can also help. As more fully addressed on our “Consultation” page, Trustee Services Group can serve the family member or friend in two important ways.
Should a family desire an impartial third-party professional be appointed so as to avoid the potential relational consequences which can arise when tasking a family member or friend with the responsibility of estate settlement, Trustee Services Group would be privileged to serve and help.
To appoint Trustee Services Group to serve as the successor trustee (trust), personal representative / executor (will) and agent (power of attorney for financial affairs) for your estate, we simply ask two important things:
- Complete and return our Client Estate Fact Finder.This helps us to know and contact those most important to you when “called into action”;
- Provide us with a copy of your estate documents. This allows us to see whether the instructions set forth in your estate documents are clear and understandable. The easiest way to do so is to simply request your attorney to forward a digital copy of your estate documents to us.
Contact us today if we can be of assistance.