services

Trust Services

Christi may serve as the Trustee, Directed Trustee or Trust Protector over all types of trusts. By getting to know your family, I am able to provide personalized service based on your wishes and the specific demands upon the trust. What works for one trust may not serve another. Agility and responsiveness are the keys to a well functioning trust.

Trustee administration includes

  • Tax Reporting & Filing Coordination with the CPA

  • Record Keeping for the Trust and Assets Held Within the Trust

  • Beneficiary Distributions and Expense Payments

  • Investment Oversight / Coordination with Advisory Team

  • Evaluation and Management of Assets

  • Beneficiary Communications and Reporting

  • Communication and Coordination with Legal Professionals

Estate Services

Christi may serve as the Independent Executor or Co-Executor to coordinate the process of transitioning the estate per your wishes.

This can be a challenging time for a family. Emotions run high and there is a lot to get done in a short amount of time. Having a third party administer the estate can ease the burden of that task list and keep the focus on what’s important in the moment.

Estate administration Includes

  • Court Filings and Public Notices

  • Record Keeping and Accounting

  • Tax Related Filings and Tax Coordination with the CPA

  • Securing and Inventory of Accounts and Valuables

  • Sale or Transfer of the Estate Assets

  • Distribution to Beneficiaries

  • Communication with Beneficiaries

  • Payments, Collections and Expense Management