Every Will requires the appointment of an Executor; a person or trustee company you choose to carry out your wishes. A friend, family member, lawyer or accountant often performs the job of Executor.
Your Executor is responsible for administering your estate, from funeral arrangements to the ongoing management of your assets until the estate is completed. Other duties include:
- Locating the Will
- Confirming the Will is legally valid
- Advising beneficiaries of their entitlements
- Preparing a statement of your assets and liabilities
- Lodging tax returns
- Protecting your assets pending distribution (including insurance, safekeeping of valuables and re-investment of surplus funds)
- Establishing trusts
Williams Winter has built a reputation for accurate and efficient estate administration.
Our experience in administering complex estates and trusts is matched by our reputation for the ongoing personal attention we devote to each estate we administer.