Our partners have a reputation as capable advisors to the business and financial community. Hence, we are often appointed to be trustees of testamentary and inter-vivos trusts. A trustee is responsible for the safekeeping of trust property held for the benefit of others, as stipulated in a Will or trust document. In short, a trustee carries out the wishes of the settlor (or deceased) to the extent permitted by law. Integrity, wisdom and experience mark the characteristics of a valued trustee.

Our firm has had many years of experience related to estate administration matters.
Our services include:

• preparation of accounts for passing by the courts

• inventory and valuation of deceased’s assets and liabilities

• maintaining estate and trust books and records

• where necessary, arrange for interim management of the deceased’s business

• providing monthly, quarterly or annual reports to beneficiaries

• invest assets for on-going trusts if the Will so directs

• preparation and review of trust and estate tax returns

• preparation and advice related to terminal returns

At Hilborn Ellis Grant, you can expect more than the expected. We give your business a hand to succeed.