We can take care of the details for you, so that your family or friends don't have to navigate this challenging process. We manage assets and cash flow, prepare estate and income tax returns, during the settlement process or as a long-term guardian and distributor of support to loved ones or charity. We approach this process with diligence and sensitivity, while balancing compassion and objectivity.

Whether we act as your executor, trustee or agent, The Trust Company works with you and your other advisors to address the legal, tax and administrative considerations that come with settling an estate and transferring wealth. The settlement process involves several stages and typically takes 12 to 24 months to settle.

A typical estate settlement includes the following:

• Asset safeguarding, collection, valuation, distribution and management
• Communicating with family, charitable and non-charitable beneficiaries
• Working with your advisors to develop tax and legal strategies to realize tax savings, with tax preparation and review