Estate Management

Estate Management

Financial Company Estate Management Service

Don’t just think about your legacy, plan it. Protect your family’s future with a dedicated advisor along your side every step of the way. Estate management does not have to be stressful and we want to prove that to you, we are just one click away from a stress-free approach to planning your legacy.

What Financial Company Provides for You

Trust & Estate Administration

● Objectivity
● Continuity
● Responsibility

Comprehensive Asset Management

● Investment management
● Specialty assets
● Real Estate management
● Limited partnership interests
● Limited liability companies

Philanthropic Services

● Donor advised funds
● Private foundations and endowments
● Charitable trusts

Special Needs Trusts

● Our advisors have the experience, judgment and professional resources
● create meaningful financial solutions
● individuals with ongoing health challenges

Trust Real Estate

● Unique combination of real estate and trust expertise
● Help you maximize the value of your real estate assets

Additional Services

● Personal and charitable trusts
● Revocable and irrevocable trusts
● Estate settlement
● Testamentary trusts
● Probate estates
● Conservatorships
● Directed trusts
● Pre-Immigration trusts
● Custody and reporting services
● Trust tax return preparation
● Irrevocable life insurance trusts

Members Trust Our Services

Those who have worked with us, are still working with us. Find out today how you can find a team right for you and your goals.

Frequently Asked Questions

A trust can give you more control, provide more flexibility, help you reach charitable goals and—depending on the type of trust—help save on estate taxes. Trusts can relieve heirs of the burden of managing assets. They can also spell out conditions heirs must meet before assets are transferred to them.

While trusts can give you more control and flexibility, they don’t replace wills. A will can help you name beneficiaries, distribute personal property and, if you have children under the age of 18, name their guardians.

Many people choose to appoint family members or close friends as their executor. However, if you have a complex estate or a concern about potential family conflicts, consider appointing an estate professional, such as a lawyer or a trust company.

For more information about the right plan for you, click on the buttons throughout the page and fill out the form to contact us or contact us directly through email or phone call!

Finally Feel Prepared With Financial Company

To schedule a no-obligation call to discuss your current needs, contact us by phone at 419-555-5555 or

Fast & Free Consultation

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(Our forms will email & text message you leads, along with storing the data in a lead list that can export to a spreadsheet!)