Trust & Estate Administration

Lifting a huge weight off your shoulders.

Working together. Talking together.

We regularly assist and advise Trustees in the administration of irrevocable trusts (both lifetime and post-death), and can help make sure the process is handled in a manner providing adequate protection to the Trustee for his or her actions in assisting with the administration process. We efficiently guide Trustees through the administration process to ensure all legal requirements are met. We have often avoided otherwise potentially litigious situations by communicating clearly and kindly with trust beneficiaries, and helping all parties to communicate well and remain in good relations in otherwise trying and difficult times.

Related Services

Estana provides Estate Planning, Probate and Trust Administration services to individuals and families.

Wills & Trusts

Wills and Trusts Providing you and your family with the peace of mind and security you deserve. Our Collaborative team approach assures that we understand your unique needs. Wills A Will is a key component of each foundational estate plan. … Read More
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Incapacity Planning

Incapacity Planning An understanding approach to difficult end of life decisions reduces the burden placed up those you love. An often overlooked yet imperative part of each estate plan is incapacity planning.  At Estana, we regularly assist clients across the … Read More
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Probate Estana skillfully guides you through the process. We cover all the angles. When probate is required to transfer assets following a death, the team at Estana is experienced and well-equipped to guide Personal Representatives and Administrators through the court-supervised … Read More