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Estate and Trust
Support Services

The initial period of administration for trusts and estates in probate often requires hands-on, on-site support to attorneys, executors, trustees and heirs during the difficult process of organizing estates and evaluating the assets.  We can help, whether the estate is large or small, simple or complex:
 ♦  Personal and Professional Records:  Inventory; sorting; preparation for storage
 ♦  Personal Property:  Inventory; valuation; and yes, we clean out old garages and storage rooms
 ♦  Financial Assets:  Inventory; account research; general accounting/financial statement preparation
 ♦  Real Property:  Inventory; valuation; investment property managenment; sale (discount broker services provided)


For more information, email John (click here).







Information provided on this web site does not constitute tax or legal advice.  Always consult a qualified attorney and tax specialist when considering any estate planning or real estate transaction decisions.

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Information published on this web site is protected under US and International copyright law and may not be copied, reprinted, transmitted or otherwise used without written permission.  © 2008-2009  John A. Souerbry

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