Estate Settlement

Your trust is an important component of your overall plan. When you employ IPG as your “Trust Administrator” you can rest assured that your estate settlement will be administered in the way that you intended. Impartial and professional trust administration is important since you want to be certain that your assets are distributed as you planned.

Your in Good Hands
Since we are already intimately aware of your intentions it is natural for us to carry the ball the rest of the way. Plus, since the family members are often already familiar with the IPG case worker, they are comfortable that everything is in good hands.

Knowledge and Experience
Specific steps and procedures must be followed in order to maintain the integrity of the trust. Care must be taken to comply with local and state laws, to maintain the federal estate tax exclusion and to legally transfer the title on assets to their intended heirs. Notices to heirs, copies of the trust for distribution, filing with a Superior Court, notice of death to the county(s) where property is owned and notice of the trust’s revocability status to the beneficiaries are all activities that must be handled professionally and within legally prescribed timelines. IPG Case Workers have years of experience in administering trusts for families at this most difficult time.

Call today to learn more about IPG Trust Administration.