Fiduciary
We can serve as Trustee, Executor under a Will, Administrator, Special Administrator, or Agent under a Power of Attorney. We may also be named as a Successor in any of these roles, or provide consulting support to the acting Trustee, Executor, Administrator, or Agent. In every engagement, we take a caring, independent, and professional approach to meeting the needs of the client.
Estate/Gift Tax
We prepare and file specialized tax returns related to estate planning, including estate tax returns (Form 706), gift tax returns (Form 709), and related estate and gift tax filings. We work closely with attorneys, law firms, and CPA firms to prepare these specialized returns, or we can prepare and file them directly on behalf of the named Personal Representative.
Consulting
We provide consulting services to acting Trustees, Executors, Administrators, and Agents under a Power of Attorney, offering guidance throughout the process of fulfilling their fiduciary responsibilities with clarity and confidence.
Estate and Trust Accounting
We prepare court‑formatted estate accountings—including probate, guardianship, and conservatorship matters—as well as trust accountings. We work with Trustees, Executors, Administrators, law firms, and CPA firms to prepare accountings on an annual basis or for a specified reporting period.