Estate & Trust Fiduciary Services
Steady hands for trustees and executors — from someone who has sat in that seat.
Settling an estate or administering a trust is a responsibility, often during a hard time. We handle the returns and the accountings, and we help you meet your duties without second-guessing every step.
What's included
- Fiduciary income tax returns (Form 1041) and K-1s
- Estate tax returns (Form 706) where required
- Fiduciary and trust accountings
- Trustee and executor support and coordination with counsel