Estate settlement for peace of mind

It is often difficult for a family member or friend to handle the personal and legal responsibilities of settling an estate, especially when struggling with the loss of a loved one. Our trusted professionals ensure that you bequeath your legacy, not the paperwork.

Multi-generational African-American family reviewing financial documents
Multi-generational African-American family reviewing financial documents

How estate settlement services protect your legacy

We are experienced in navigating the complicated web of probate, estate valuation, and tax implications that come with a large estate. Here's what we do for you:

Protect your loved ones and your assets

Our team helps ensure that your assets are protected and invested fairly. We will meet with your beneficiaries as needed to inform them of the details of the estate.

Facilitation

We'll facilitate all aspects of the payment of various estate expenses and ensure that assets are distributed to beneficiaries properly and efficiently.

Manage taxes

We handle the preparation and filing of estate tax returns throughout the process and take great care to manage all the little details.

Handle special assets

A trust ensures that your beneficiaries are protected in the event of adverse life events like divorce, lawsuits, or bankruptcy.

Administration

Our team handles every step of the estate settlement process with a hands-on approach. We'll coordinate with attorneys, accountants, appraisers, real estate agents, and more as needed.

Trust and estate articles

You might not know it, but estate planning really is for everyone. Delve into the art of managing your legacy directly from the professionals at Yellow Cardinal.

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The no-nonsense guide to holistic financial planning

Let's get started.

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