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Legally, it’s easy to be born or get married. But it takes specialized help to end your financial life, because property is involved. Successfully transferring your assets as you wish requires both a Will and a skilled Executor.

When you name us as Executor (or Personal Representative), we help administer your estate, and take it through the complexities of probate.

A Personal Representative has many legally defined duties, including:

  • Arranging for probate
  • Collecting, inventorying, valuing, and protecting your assets
  • Following the directions of your Will
Together, we will find a plan suitable to your special needs. Please contact us for more information.
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