The estate settlement process can be very confusing, time-consuming, and costly if not properly administered. Combine the many issues with the fact that a loved one has recently passed away, and this can be a recipe for chaos. First Foundation provides these services to remove the burden from family members and friends.
How We Help
- Court Proceedings – Ensure that legal obligations are met and all necessary court filings are processed
- Documentation – Complete recordkeeping of all transactions and safekeeping of your assets
- Distributions – Determine the proper beneficiaries and distribute all property according to terms of the estate plan
Why Partner with Us
Trust Services Team
Meet our team of professionals who have the expertise you can count on and the personal touch needed for thoughtful solutions.