Estate plan implementation

An estate plan is likely have many dimensions, including several types of trusts with a range of beneficiaries and investment approaches. Implementing such a plan requires a special combination of investment management strength; technical, financial and tax expertise; sensitivity to the dynamics of families and the personal concerns of individuals; and the ability to coordinate—smoothly and efficiently—many moving parts. At Fiduciary Trust, we have extensive experience implementing complex estate plans. Of equal importance, we can help ensure that your plan's objectives continue to be met for as long as the trusts remain in effect.

Estate settlement

Settling any estate, but particularly a substantial one, requires technical expertise, painstaking record keeping, familiarity with ever-changing tax laws, and often, personal sensitivity. At Fiduciary Trust, we have extensive experience settling large and complex estates in many jurisdictions and in managing the family and financial issues that can arise. Serving as executor or co-executor, we can ensure that your estate is settled in the most timely and tax-efficient manner while relieving a family member or friend of a potentially burdensome responsibility.