Estate Services
Southeast Trust can play a crucial role in both estate planning and estate settlement, providing personalized support tailored to your specific needs.
Estate Planning
Southeast Trust provides comprehensive services to help you create a plan for your future. We work with you to develop strategies that align with your financial goals and personal wishes, including setting up trusts, drafting wills, and establishing durable powers of attorney. Collaborating with your attorney we can offer guidance on optimizing tax strategies, protecting assets, and ensuring that your estate plan is flexible enough to adapt to changes in your life or financial situation. By working closely with you and understanding your unique circumstances, Southeast Trust helps to ensure that your estate is managed according to your desires and that your legacy is preserved for future generations.
Estate Settlement
Southeast Trust offers expertise in managing the complex process of distributing assets according to the terms of a will or trust. As your Personal Representative we handle tasks such as filing necessary court documents, addressing any outstanding debts or taxes, and ensuring that beneficiaries receive their designated shares efficiently and in accordance with legal requirements. Our understanding of laws and regulations ensures that the settlement process is handled smoothly and in compliance with all relevant legal standards.
With Southeast Trust as your personal representative, we will
Work with your current advisors
- Work with your attorney to property probate your estate
- Take care of state or federal tax issues
- Prepare accounting records for the court and heirs
Care for and Collect Assets
- Appraise assets
- Collect debts owed to you
- Pay your bills and debts
- Manage your portfolio
- File life insurance and other benefit claims
Communicate with heirs and beneficiaries
- Make financial arrangements with your family
- Distribute assets to your heirs as your will outlines
- Keep detailed records of all transactions