Estate & Trust Planning

Our Estate and Trust department understands the responsibility a personal representative or trustee takes on following their appointment, often with little warning and a heavy heart. We’re here to be a resource in a time when it’s needed most. Success in this area is a product of proper planning, communication, knowledge, and resources, all of which you can find at SBF. We tailor our approach to meet the needs of each trust and estate. We’re here to help, and willing to shoulder some of the burden in the process.

Estate & Trust Planning Services

  • Estate, Trust & Gift Tax Reporting
  • Fiduciary Accounting
  • Estate & Trust Administration Support
  • Estate & Trust Consulting