Kathy Wallis

Trust Administration

One of the positives of having an Estate Plan is the comfort one has in knowing whom to call when that Trust or estate needs to be administered. We are that friendly voice that makes clients realize they are in good hands while handling their families’ legal affairs. We would be happy to assist you with the following:

  • Understanding the Trust
  • Managing Estate Assets
  • Handling Debts and Expenses
  • Funding the Distributions
  • Closing the Estate