MB’s estate settlement and trust teams capably and discreetly administer decedents’ estates through probating a decedent’s will where necessary and administering trusts established by the decedent during life and at death.
MB’s estate settlement team includes administrators, investment professionals and tax specialists with specific expertise in the administration of complex decedents’ estates. Whether acting as executor, agent for executor or trustee, MB has built a reputation for delivering the personalized and expert attention necessary to fully address the interests of an estate’s beneficiaries and provide the necessary guidance at every step of the estate settlement process.
Comprehensive Estate Settlement Services
- Accountings and court filings
- Asset collection and custody
- Inventory and appraisal
- Investment management
- Settlement of debts and claims
- Real estate and other special asset management
- Tax planning and filing
- Bill payment
- Timely and accurate statement reporting