Our 1865 Wealth Advisors team will work with your legal advisor to administer and settle your estate without unnecessary delay. Estate settlement services include handling probate, tax, and other administrative work on your estate’s behalf. During the settlement period, the estate’s investments are overseen and your estate is faithfully distributed as you have directed in your will.
As a professional fiduciary, we have the experience, knowledge and capabilities to oversee your estate and manage your assets. Our 1865 Wealth Advisors team has been settling estates for generations. A professional executor also offers the added benefit of an unbiased perspective if any disputes arise.