We are able to assist in making the difficult decisions associated with estates, providing the orderly transition of assets from one generation to the next. Legacy Trust frequently acts as executor, co-executor or agent, helping families settle an estate and making numerous complex decisions on their behalf.
Settlement Services include:
- Identification and valuation of assets
- Coordination of estate and inheritance tax returns
- Asset and liability management
- Prosecuting and defending lawsuits, when necessary
Contact Legacy Trust for more information on how our estate settlement services can benefit you and your family.
Art provided from the private collections of Legacy clients.