Settling an estate can be challenging, time consuming, and stressful. Often, families are unprepared to deal with the complexities and tasks involved in settling an estate. At Advocacy Trust, we can provide you peace of mind by guiding you through the plan preparation that meets your legacy goals, assists with minimizing taxes, and addresses legal concerns. Our estate and legacy planning services are designed to help fulfill your wishes while offering your beneficiaries the support and guidance they need during a difficult time of their lives.
Besides providing trust administration support, our services also include:
- Offering tax-efficient solutions;
- Collecting, valuing, and distributing assets;
- Providing court administration services; and
- Preparing estate, inheritance, and income tax returns.