Modernize trust and estate expertise to ensure your intentions are fully realized. Managing trusts and estates can be complex and lead to family conflict. Trustees and other fiduciaries must navigate complex legal and tax rules, administrative duties, and at times, emotional decisions. Our experts can help alleviate these challenges with objective expertise in a variety of fiduciary roles.

Selecting the right estate planner is important. Not all estate plans are created equally, and an inferior plan can lead to unfulfilled intentions, strained relationships, and wasted time.

Look for someone open to working with your other advisors, such as accountants, investment managers, and additional attorneys. Estate plans often inextricably link with other parts of wealth management, and multi-disciplinary coordination typically produces better results.

Your estate planner is one of the most important service professionals you will need. The good news is that many excellent candidates exist, and with relatively straightforward due diligence, you can find the right fit – both professionally and personally.