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Estate Administration

At Appleseed Wealth Management, we understand that estate planning is more than just the distribution of assets—it’s about safeguarding your wealth, providing for your loved ones, and minimizing the complexities of transferring assets.

Estate Administration Services

Our team can assist you with estate administration services, ensuring smooth execution of your plan after your passing. Our estate administration services include direct access to a team of experts who will manage the following estate settlement processes:

  • Asset identification, collection, valuation and management
  • Probate estate and trust administration
  • Tax planning coordinated with designated professionals
  • Tax preparation by qualified professional
  • Preparation of all required inventories and accountings
  • Investment management by a dedicated portfolio manager throughout the settlement process
  • Distribution of assets in accordance the estate plan.

Contact Us Today to Start Your Estate Plan

Are you ready to protect your wealth and ensure your wishes are honored? Contact Appleseed Wealth Management today to schedule a personalized estate planning consultation. Our team of estate planning professionals will help you create a comprehensive, tax-efficient strategy that reflects your values and secures your financial future.

Click here to get started!

Investment products are not deposits or obligations of, or guaranteed by Community State Bank or any other bank, are not insured or guaranteed by the FDIC or any governmental agency and are subject to investment risks, including possible loss of principal invested. Past performance is not a guarantee of future results.

Not Insured by FDIC Not Bank Guaranteed May Lose Value Not a Bank Deposit
Not Insured by Any Federal Government Agency

 

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