The Estate Settlement Program® provides you comfort and clarity when administering a loved one’s probate or trust administration.

Nothing is more difficult than losing a loved one. Lawyers ask you to sign legal documents, CPAs discuss tax returns and your financial advisors discuss repositioning asset portfolios. These are the people that you least want to deal with in your time of grief.

The Estate Settlement Program® was developed by board certified attorneys with decades of experience. It consists of seven modules designed to lead you through your loved one’s probate and/or trust administration. You remain in control of all decisions, yet our experienced legal team guides you every step of the way, helping you navigate an otherwise complex legal, tax and financial world.

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