A thoughtful estate plan is a culmination of your hard work, your lifetime values, and your legacy for future generations. We want to understand the mechanics of your estate plan, as well as your values and goals that provide the foundation for your legacy. Let’s apply your plan to your assets and ensure that all the pieces fall into the right place.
Birchbrook can serve as your Trustee or Personal Representative, or provide support to your named fiduciaries in the administration process. With over 40 years of experience in trust and estate administration, we offer a wide range of services to provide peace of mind for your estate goals.