Estate Administration

Estate Administration

Distributing the financial assets of an estate to the beneficiaries can be a myriad of paperwork, complexities and traps.

With over 20 years’ experience in estate administration, Lynette Anderson can help you;

  • liquidate investments of an estate
  • distribute assets to beneficiaries
  • manage the investments of testamentary trusts
  • ensure tax and costs are minimised

Other professional services firms may provide these solutions as part of broader estate administration services. However, these services are our specialities. For a personalised, cost effective and empathetic solution, contact our advisers.

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