Speak with an Advisor
Choosing an executor is one of the most important steps you’ll take during the estate settlement process.
Estate settlement requires a broad range of skills and carries a long list of responsibilities, from preparing and filing tax returns to avoiding and resolving conflicts among beneficiaries. It also carries significant legal obligations and requires a commitment of time and energy—with most large estates requiring at least three years to complete settlement.
How a professional executor can help
Our professionals deliver concrete benefits to your estate, such as potential income and estate tax savings, minimizing expenses, helping to achieve more favorable outcomes on sale transactions and mitigating conflict among beneficiaries.
Your estate team includes estate settlement officers and administrative professionals who take full responsibility for the settlement process and related legal liabilities from the beginning through completion. Other specialists, such as tax professionals and trust counsel, will assist your team as needed throughout the process.
Our longstanding relationships with auction houses, real estate experts and other specialists enable us to manage the valuation of special assets and the details of all transactions.
We bring together a team of tenured, senior specialists that continually review your long-term goals and needs, from tax-planning and investing to sophisticated wealth-transfer strategies. Whatever your stage in life, our team of experts can help devise the right strategy to help you reach your goals.
Settling an estate: Knowing what to do and when to do it
Selecting an executor for your estate
What does it take to settle an estate? The requirements may surprise you
