Your Executor or Trustee
We all know families where nobody wants to or can be the executor or trustee. Most banks these days only want to fill that role for estates worth at least a few million dollars, if not more.
With our extensive knowledge and experience in the trusts and estates world, we are ready, willing and able to serve. We can either have people nominate one of our executives in their estate planning documents or the family can make the choice after the fact.
We are always looking to expand our networks so we can best serve our clients. If you are interested in partnering with us, we would love to chat!