Included with every RJP estate plan
Settlement Guidance
When a loved one passes, we walk your successor trustee through every step of settling the estate. No extra charge. No time limit.
When a loved one passes, we walk your successor trustee through every step of settling the estate. No extra charge. No time limit.
When someone you love passes away, grief is not the only thing your family deals with. There are bank accounts to close, property to transfer, beneficiaries to notify, and tax returns to file. Without guidance, the average family spends months trying to figure out the process on their own.
The families we serve tell us the same thing: they had no idea how much was involved in settling an estate. Having our team by their side made all the difference.
Settling an estate is more than filing paperwork. It requires notifying every financial institution, retitling assets into the names of the beneficiaries, coordinating with title companies, filing final income tax returns, and distributing inheritances according to the trust or will.
Most families have never done this before. They do not know what forms to use, which institutions to contact, or what timeline to follow. They make mistakes that create delays, tax problems, or family disputes.
At RJP, settlement guidance is included with every estate plan we create. Our team walks your successor trustee through the entire process from start to finish. There is no extra charge and no time limit. We stay with your family until the estate is fully settled.
We handle the burden so your family does not have to.
We meet with the successor trustee, review the trust, and create a step-by-step checklist.
We help notify banks, insurance companies, Social Security, and other institutions.
We coordinate transferring accounts, real estate, and assets to the rightful beneficiaries.
We assist with final income tax returns and any estate tax obligations.
We guide the trustee through distributing assets according to the trust instructions.
We meet with the successor trustee, review the trust, and create a step-by-step checklist.
We help notify banks, insurance companies, Social Security, and other institutions.
We coordinate transferring accounts, real estate, and assets to the rightful beneficiaries.
We assist with final income tax returns and any estate tax obligations.
We guide the trustee through distributing assets according to the trust instructions.
These are the moments where our team steps in.
Retitling joint assets, updating beneficiaries, and adjusting the estate plan.
Guiding children through settlement, distributing inheritances, and closing accounts.
Business interests, multiple properties, or out-of-state assets that require extra coordination.
Ensuring distributions follow the trust instructions when multiple family lines are involved.
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Client Testimonials
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