OUR SERVICES
Executorship
Executor services are crucial for ensuring your estate is administered according to your wishes, protecting your legacy, and providing clarity and support for your beneficiaries during a challenging time.
Executor to Will Services Include:
Probate Related Actions
Probate Related Actions: The probate process typically takes about 8-10 months and we are with you in every step.
Asset Identification and Inventory
Identifying, locating, and taking inventory of all assets belonging to your loved one.
Debt Settlement
Ensuring all outstanding debts are settled from the estate's assets before distributing to beneficiaries.
Tax Obligations
Ensuring tax compliances on behalf of the deceased and the estate.
Asset Management
Managing, maintaining and overseeing the deceased's assets during the probate process.
Distribution of Assets
Ensuring the assets are distributed to your family members according to the Will.
Record Keeping
Maintaining detailed records of all transactions and actions taken during probate.
Communication with Beneficiaries
Promoting transparency by keeping family members informed about decisions.
Handling Legal Matters
Extending legal support and addressing any legal issues that may arise during probate.
Our executors are fully equipped to manage all aspects relating to the distribution of the estate in a fair, transparent and time-bound manner.
Trusteeship
Safeguard your assets and ensure they are managed and distributed according to your wishes with impartial oversight and long-term stability of our trustee services. We help protect your legacy while providing objectivity, guidance, and unwavering support to your beneficiaries throughout the trust’s administration.
Our Trustee Services Include:
Trust Administration
Managing the day-to-day operations of the trust with efficiency and integrity.
Fiduciary Responsibility
Upholding the highest standards by prioritizing the interests of the family and beneficiaries.
Asset Management
Collaborating with your designated financial advisors to make informed, timely decisions regarding trust assets.
Beneficiary Distributions
Ensuring fair and transparent distribution of assets and income as per the trust deed.
Legal Compliance
Adhering to all applicable laws, regulations, and taxation statutes to safeguard the trust’s integrity.
Financial Reporting
Providing regular financial statements and reports to build transparency and trust with the beneficiaries.
Beneficiary Communication
Maintaining clear and open communication to keep beneficiaries informed and up to date.
Risk Management
Identifying and mitigating potential risks to family assets to preserve long-term value.
Record Keeping
Keeping meticulous records of all transactions, communications, and trust-related decisions.
Conflict Resolution
Addressing and resolving disputes professionally to maintain harmony among stakeholders.
Our approach ensures the trust is administered with the highest degree of professionalism, care, and transparency, safeguarding the legacy of those who placed their trust in us.
Corporate Services
Enjoy the benefits of experience and expertise with our trusted & customized strategies to better manage financial transactions, define employee ownership plans, and fulfill fiduciary responsibilities.
Corporate Escrow Services Include:
Document Review
Our team meticulously reviews all agreements and contracts ensuring reducing the risk of disputes.
Secure Asset Holding
Protecting corporate interests by ensuring that funds or assets are not released until all contractual obligations have been fulfilled by all parties.
Agreement Adherence
Monitoring compliance and communications with all stakeholders to facilitate smooth transitions and avoid delays.
Ongoing Monitoring
Actively monitoring transactions, updates, and addressing any issues that arise.
Dispute Resolution Support
Facilitating resolution of disputes according to the escrow agreement.
Final Settlement Services
Providing detailed accounting of the transaction, ensuring all parties have clarity and transparency throughout the process.
Compliance and Reporting
Creating detailed records and documentation necessary for audits, financial reporting, and legal compliance.
ESOP Trust Management & Advisory Services Include:
Designing and Implementing ESOP Plans
Assisting companies in creating customized ESOP plans that align with their business goals and employee needs.
Managing Trust Administration
Overseeing the day-to-day operations of the ESOP trust, including record-keeping, compliance monitoring, and fiduciary responsibilities.
Providing Valuation Services
Offering independent and objective valuation services for company stock to ensure fair market value assessments for ESOP transactions.
Guiding Compliance
Navigating the complex regulatory landscape of ESOPs by ensuring adherence to the latest compliance standards.
Managing Transaction Processes
Providing advisory support for buy-sell agreements, financing options, and negotiation strategies.
Advisory Services
Continuous advisory support to help companies adapt their ESOP strategies including periodic reviews, and improvement recommendations.
Delivering Financial Reporting and Analysis
Generating detailed financial reporting and analysis related to the ESOP.
Exit Strategy Planning
Developing exit strategies for shareholders to ensure a smooth transition when issuing shares to the ESOP or transferring ownership to employees.