Our team will manage your trust and estate with the goals you set forth when you created it. We will professionally manage and distribute your property according to your specific directions in our role as a Successor Trustee, Co‐Trustee, Personal Representative or Executor.
Administration of the estate requires detailed record‐keeping and coordination with professional advisors and often continues for many years. Depending on the terms of the governing document and the property of the estate, a fiduciary will be responsible for many or all of the following: defend or pursue legal claims on behalf of the estate, distribute property to beneficiaries, set investment policy, the purchase and sale of investments and/or the hiring and firing of investment managers, on‐going accounting and principal and income allocations, communications with beneficiaries, and decisions to hire experts or agents (investment managers, lawyers, accountants).
Our advisors are available to discuss any questions you may have when getting started. Call 417-450-4797 to get in touch with an advisor today.