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Trust Settlement

Settlement is that phase of estate planning where the “rubber meets the road.” It is the time when your plan is being put into effect because you have become disabled or passed away. If you have a well-designed, fully implemented and funded, and regularly maintained plan, then most of the necessary work for a successful settlement has already been done.

Contrary to popular belief, however, there is still work to be done when settling a trust based estate plan. This work includes

 
Regardless of whether your loved one has planned with us or not, we are available to help you with the administration and settlement of your loved one’s Trust.

To get started with a Trust Administration, make an appointment with us today. To get a head start on the settlement process, help us help you by completing our Trust & Estate Settlement Worksheet.

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