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Estate Settlement
  • This may be an option for you if:
    • You need someone to serve as executor/personal representative of your estate.
    • Don’t want to put the responsibility or burden on family members.
    • You have been named as executor/personal representative of someone’s estate and don’t have the time or expertise required.

  • Advantages Include:
    • Provides an experienced and impartial representative to collect assets and pay expenses/debts.
    • Remove the burden of estate settlement from friends or family members.
    • Designed to accomplish the individual’s purposes with the least possible tax and administrative drain.