At First American Trust, our estate settlement professionals work closely with our clients and their advisors. We can serve as trustee, co-trustee, successor trustee or agent, depending on a clients' needs. Our expertise and dedication to our clients' success allows us to simplify and take charge of the complicated process of wealth transfer.
Our services include:
- Identification, collection, valuation and management of all assets
- Probate estate and trust administration
- Strategies, both tax and legal, used to minimize taxes, such as, estate, generation skipping, and income
- Preparation or review of taxes
- Required inventories and accounting
- Asset distribution, according to provisions of the estate plan