Estate Transition

When the time comes for your estate to transfer to your heirs, to your designated beneficiaries, and/or to your chosen charities, Christopher Weil & Company, Inc. is there as a knowledgable and trusted advisor to ensure your estate transition is as seamless and simple as possible, allowing everyone involved to focus on what matters most.

 

A summary of our Estate Transition Services:

Trustee Services

Overseeing and executing the provisions of your trust in partnership with Fidelity Trust Services

Embedded Investment Management

Providing active management for the assets of your trust

Estate Organization

Providing advice on how to organize your estate's assets, and a central repository to record them

Embedded Advisory

Providing active management for 

the assets of your trust

Executor Services

Facilitating the distribution of your assets

when your estate is governed by a will

Estate Planning Attorney Referrals

Available upon request

Advisory  |  Investment Management  |  Estate Transition Services