Professional Trust and Estate Administration Services

We offer a variety of Estate Administration Services and Notary Services

Insurance Appraisal and Management Services

We offer the following services for Non-Profits and Estate Planning Attorneys

  • Qualified Appraisals for gifts of all types or life insurance and commercial annuities
  • Completion of Form 8283
  • Insurance policy and company due diligence analysis for charitable donees Annual Policy Review service

Mobile Notary Services

Need something notarized? Need to expedite a Financial Power of Attorney? We offer Mobile Notary Services to help expedite estate services.

Estate Administration Services

This service may include some or all of the following:

  • Estate Administration. The same service provided by lawyers.
  • Assistance to attorneys in the Estate and Trust Administration Process
  • Personalized services tailored to the needs of grantors, beneficiaries, trustees and executors.
  • Complete independence. We have no conflict of interest in meeting the objectives of the Trust.
  • Administration of assets in trusts other than marketable securities including life insurance, real estate and closely held stock.
  • Administration of Charitable Trusts, Annuity Programs, and Family Limited Partnerships.