Coordinated support for you and the people important to you

Expert guidance for estate planning, with seamless coordination across your estate administration team.

What you can expect:

Peace of mind for you and the people important to you
Expert help in organizing your affairs and documenting your wishes.

Coordinated professional guidance
Estate planning advice that works in harmony with your estates lawyer’s legal expertise.

Support for executors and trustees
Practical assistance and guidance to help them fulfill their duties effectively.

Thoughtful, impartial mediation
Constructive facilitation of discussions between beneficiaries when needed.

Formally appointing decision-makers and documenting your personal and financial wishes is essential for peace of mind—for you and the people important to you. We guide clients through administrative considerations, estate and trust tax matters, and act as a trusted resource for beneficiaries. Over time, our long-term relationships foster a deeper understanding of your financial circumstances, allowing us to offer estate planning advice that blends compassion with expertise.

Working alongside your estates lawyer—or recommending one if you don’t already have one—we clarify key concepts, present and evaluate alternative strategies, and review draft documents from a family and financial perspective. We can act as an agent for your chosen executors or trustees, supporting them in carrying out their duties, and, when needed, offer impartial mediation between beneficiaries. Our approach ensures your estate planning is thorough, coordinated, and grounded in your values—helping protect your future legacy.

We’re here to discuss how we can support you and your family with estate planning and administration.

“…I remain deeply appreciative of their dedicated support over the years.”

One instance that stands out is their support following the loss of my wife. There was a complex tax issue that my portfolio managers struggled to resolve. Cynthia Kett personally stepped in, met with them, and clarified the approach needed to address the situation effectively. This level of care and professionalism is why I continue to rely on their guidance.

– DN, retired sports enthusiast and philanthropist

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