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As an Estate Trustee (formerly known as Executor), you have a duty to beneficiaries to maintain detailed records and account for all of your financial actions in the estate. If you find you are too busy, or are simply overwhelmed with the task, we can assist you with organizing and recording all of your financial documentation.
We assist the Estate Trustee in all matters relating to an estate, including (but not limited to), listing all original assets, the organization of all documents related to the estate, the sale or disposal of estate assets, tracking estate income and expenses from the beginning of the estate through to the final distribution.
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