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How We Can Help You

Many people choose a family member as the executor of their will, when the financial complexity of their estate really warrants the skills, expertise, and objectivity that only a professional can deliver.  At Anawon Trust, we'll provide the personal attention and continuity of service that these sensitive financial matters deserve.

As executor, co-executor, or agent for your executor, we'll perform all the administrative, tax, and investment functions required to settle an estate including:

  • Collecting, safeguarding, and appraising the assets of the decedent
  • Determining debts and claims against the estate
  • Managing the estate
  • Assembling personal and financial information required to prepare and file estate tax returns
  • Rendering accounting to the probate court and all interested parties
  • Distribution of estate assets

When you appoint us, you are establishing a valuable relationship and one that will benefit you and your beneficiaries for a long time to come.

Estate Settlement Information Request Form

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Site Revision:   06/05/2008