Executor & Trustee Admin Support

Service Description

Executors and trustees often have significant administrative responsibilities during estate settlement. We provide ongoing organizational support by developing customized action plans, creating administrative timelines, organizing financial records, collecting account statements, maintaining receipts and expense records, and coordinating meetings between fiduciaries, attorneys, accountants, and beneficiaries. We also prepare beneficiary communication summaries for attorney review, helping keep everyone informed while maintaining organized records throughout the administration process.