Due to high costs associated with corporate trustees and organizations attorneys usually encourage clients to name a family member or trusted friend to manage their estate affairs.
However, most people have no idea of the many tasks involved in the administration of a trust or estate.
Many individuals who have been appointed as fiduciary of a trust have no experience in the numerous steps and organization that is required to manage an estate of a decedent that can lead to frustration and even lawsuits between the trustee and beneficiaries
With our years of accounting and tax experience, TASHAWAII can help you with the process from the beginning to end in a very understanding, hands-on, and professional manner.
Need a professional trustee to help you manage your estate or when you need assistance?
At TASHAWAII we work with your tax and law professionals
Work with your banker to setup trust bank accounts
Assist with assembling assets and appraisals
Prepare paperwork to transfer pension and 401(K) plans
Manage Rental properties
Assist with trust funding optimization
Deal with Estate Claims
Assist with beneficiary asset distribution
Obtain federal and state identification number for trusts
Compile tax documents for your tax accountant
Work with your broker to transfer accounts to trust or beneficiaries
Prepare checks to pay estate expenses
Prepare accounting records and reports for beneficiaries