Estate Settlement
Estate Settlement
The estate settlement process can be very confusing, time-consuming, and costly if not properly administered. Combine the many issues with the fact that a loved one has recently passed away, and this can be a recipe for chaos. First Foundation provides these services to remove the burden from family members and friends.
How We Help
- Court Proceedings – Ensure that legal obligations are met and all necessary court filings are processed
- Documentation – Complete recordkeeping of all transactions and safekeeping of your assets
- Distributions – Determine the proper beneficiaries and distribute all property according to terms of the estate plan
Why Partner with Us
Tailored Solutions
Lasting Legacy
Personal Approach
One Team
Customized Strategies
![Team working session](/sites/default/files/styles/650_y/public/component/image-promo/team-50-50_0_5.jpg?itok=dFEh0XXR)
Trust Services Team
Meet our team of professionals who have the expertise you can count on and the personal touch needed for thoughtful solutions.