STRATEGIC

Trusts, Estates & Wealth Planning

13-11

Trust & Estate Administration

  • 1 . Securing testamentary grants (details)
  • 2 . Advising estate trustees and legal counsel (details)
  • 3 . Managing ongoing trusts and working with investment advisers (details)
  • 4 . Preparing / reviewing trust and estate accounts (details)
  • 5 . Legal opinions (details)
  • 6 . Liquidating and consolidating estate assets (details)
  • 7 . Trust and estate distributions and winding-up (details)