Distributing the financial assets of an estate to the beneficiaries can be a myriad of paperwork, complexities and traps.
With over 20 years’ experience in estate administration, Lynette Anderson can help you;
- liquidate investments of an estate
- distribute assets to beneficiaries
- manage the investments of testamentary trusts
- ensure tax and costs are minimised
Other professional services firms may provide these solutions as part of broader estate administration services. However, these services are our specialities. For a personalised, cost effective and empathetic solution, contact our advisers.