Personal Client Services

Executor Assist

Do you need assistance in managing the estate of a loved one?

Being asked to manage an estate is an honour, but for many people it can also be a significant burden - on time and on stress levels.

It demands specialist knowledge in a range of financial, tax, legal and estate-planning matters and it can be a lengthy and emotionally draining process.

That is where The Trust Company can help. We’ll ensure that everything is managed professionally, diligently and as smoothly as possible.

Our services are completely tailored to your individual needs and they include:

  • Paying the estate’s debts
  • Lodging tax returns for the deceased and the estate
  • Setting up trusts according to the terms of the Will
  • Defending any claims or challenges against the Will
  • Distributing the estate as directed by the Will
  • Providing detailed statements of account once the estate has been distributed for the beneficiaries and co-trustees.

 

“Our plans are fully flexible and cater for all different requirements. Some of my clients want to maintain overall responsibility for the estate but simply don’t have the time to deal with the paperwork and practicalities. Whereas others, who are facing more complex situations, want a more hands-on approach from an impartial, independent Executor. It can be an emotional and challenging time and we are there to take some of the pressure.”

Fotini Mastrogianni, Team Leader NSW, Personal Client Services

Contact us

To find out more about our services call 1800 622 812 or email