In a properly planned estate, most of the assets may transfer outside of the probate process. We work with trustees to help them manage and administer their responsibilities.

Many Estate Planning Trusts use family members as Trustees.  However, in those situations where a professional fiduciary is necessary, we work with our sister corporation, Oak Fiduciary Services Corp. and with several institutional trustees.

We will work with you to define and establish broad investment and distribution objectives. We do not provide investment advice.