Estate Settlement Assistance
As the successor trustee or personal representative of an estate, you have an important, yet confusing and frustrating role.
ACT Advisors can help minimize the stress of this process by walking through each step with you, working in collaboration with your legal counsel and other advisors, to make it as seamless and efficient as possible.
We help you answer questions like:
- How much is in the estate and where can I find it?
- Where are the investments and are they being handled properly?
- What bills and other estate expenses should I pay now?
- How and when should the assets be distributed?
- What are the tax implications?