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Estate & Trust Administration

At Trinity Accounting Group we assist our clients in managing the details of trust and estate administration at the time of death, and coordinate all tax filings and financial dealings of the trust with the executor; including assisting with the probate process and helping the executor determine the necessary actions to administer the estate, including:

• Preparation of estate returns
• Accumulation of asset inventory of the decedent
• Coordination of income tax strategies following death as well as preparation of income tax returns for the estate

Additionally, our trust and estate administration experts assist clients with managing details of an ongoing trust during lifetime or at death, which include the determination of whether or not to make discretionary distributions of income or principal to one or more beneficiaries; the interpretation and implementation of the terms of the trust; and the tax consequences of any of the foregoing, as well as the preparation of the trust income tax returns.