
Estates and Trusts

Estates & Trust Services
Help for individuals to manage their late loved ones’ estates and trusts.
- 1-on-1 Financial Guidance and Support
- Preparing Estate Financials and Inventory
- Life Insurance, Benefits, and Banking Assistance
- Authentic Support and Partnership in Helping to Manage the Estate.
- Help Navigating the Probate Process
Estate Administration Services
As trusted partners that act as fiduciaries in the best interest of the Estate or Trust our experts can:
- Serve as an Estate Administrator and Advise Existing Administrator
- Act as a Power of Attorney
- Serve as a Tax Preparer
- Represent the Estate before other beneficiaries
- File documents for the Estate with the Court


2025-2026 Rates
- Estate Services and Administration billed hourly – $185/hour.
- Estate Tax Returns – $750 base plus $185/hour.
- Initial consultation is always free.
