Services
Estate Administration
Overview
Heston Morton provides support to our clients during challenging times. We understand the complexities and sensitive legal issues involved in estate administration, and strive to steer our clients through it with compassion and diligence. We provide fiduciary guidance during all steps of the estate administration process to ensure compliance with the estate plan put in place and to ensure the legacy of the estate plan.
How We Help
Heston Morton provides expert guidance to help businesses and individuals navigate:
- Managing assets in accordance with the estate plan
- Funding trusts
- Obtaining appraisals and asset valuations
- Preparing estate tax returns
- Preparing fiduciary income tax returns
