Estate Settlement

You have spent a lifetime building a legacy, and one day will have to entrust it to someone else. IST has the experience, knowledge and integrity to help with the most important decisions in life – including what happens next.

No matter how complex an estate may be, you can trust IST to manage your legacy with expertise, protecting beneficiaries and minimizing estate taxes. We will take care of the complex and cumbersome details of estate settlement, including:

  • Ensuring estate assets are protected and invested effectively
  • Facilitating payment of estate expenses
  • Meeting with beneficiaries and coordinating with attorneys, accountants, appraisers, real estate agents, insurance companies, etc., as needed
  • Preparing and filing tax returns
  • Distributing assets to beneficiaries properly and efficiently
  • Maintaining the documentation required to settle the estate

IST is ready to help by serving in one of the following capacities:

We handle all duties required to settle an estate.
We work with a chosen family member or another advisor as a team to settle the estate.
A chosen family member or advisor can delegate duties to IST as determined.