Being the executor of an estate can be time-consuming and complex. Let our experts manage this process for you.
Estate settlement can be exhausting for your family, friends, and beneficiaries. Our team of investment managers and trust specialists will manage this process as executor, administrator—regardless of the estate’s complexity—to accurately and efficiently settle matters for your beneficiaries.
Appointment of Guardianships
Court-supervised guardianships are needed to manage estates of persons, including minors and adults, who are found by a court to be unable to manage their own financial affairs. Our Wealth Management team can be the court-appointed estate guardian for these individuals. We determine their needs and ensure matters are handled in accordance with prescribed laws.