Settlement Assistance - Helping you fulfill your wishes.

Estate planning is the preparation to manage an individual's assets in the event of incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes.

What is estate planning and why consider settlement assistance?

Loss is an emotional journey without thinking of the associated finances. Imagine your heirs having to settle your estate. it can be a complicated, unsettling  process that can be time consuming.

We can help your loved ones navigate this trying time.  Count on us to help finalize the details so they can focus on what matters most.

Hospital room with beds and comfortable medical equipped in a modern hospital

About our estate planning and settlement assitance services

Our experienced settlement administrators will help you locate, transfer and safeguard your loved one’s assets, then manage and liquidate the assets as needed, taking into account the tax implications.

This includes:

    • Limiting estate taxes setting up trust accounts in the name of beneficiaries
    • Establishing a guardian for living dependents
    • Naming an executor of your estate to oversee the terms of the will
    • Creating and updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
    • Setting up funeral arrangements
    • Establishing annual gifting to qualified charitable and non-profit organizations to reduce the taxable estate
    • Setting up durable power of attorney (POA) to direct other assets and investments


Our process to helping meet your estate planning goals

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Peak Trust Process