Discover expert estate and trust planning services with Agility Solutions. We assist in managing and securing your estate while ensuring compliance with legal and tax obligations. Our experienced team specializes in tailored solutions for executors, trustees, and legal professionals. Navigate the complexities of estate and trust planning with confidence. Contact us today to learn more about our dedicated services.

 

Estate & Probate Financial Management

Handling the financial responsibilities of an estate can be overwhelming. We provide professional guidance to ensure a smooth financial transition and proper estate administration.

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• Estate Accounting & Financial Reporting: Maintain accurate records of all transactions, including assets, liabilities, and distributions.

• Probate Financial Management: Assist executors and administrators in managing estate assets, paying debts, and distributing inheritances.

• Debt & Expense Settlement: Ensure estate debts, taxes, and expenses are properly identified and settled in compliance with probate laws.

• Cash Flow & Budgeting for Estates: Develop financial plans for managing estate expenses while preserving assets for beneficiaries.

• Tax Preparation & Filing: Ensure compliance with estate and inheritance tax requirements, including IRS filings and tax optimization strategies.

 

Trust Administration & Financial Oversight

Trustees have a fiduciary duty to manage assets responsibly. Our trust financial management services help ensure compliance with legal requirements while maximizing asset growth and sustainability.

• Trust Accounting & Financial Statements: Provide clear, detailed financial reports for beneficiaries and legal compliance.

• Trust Fund Management: Oversee asset distribution, manage investments, and track income and expenses.

• Tax Compliance & Planning: Prepare and file trust tax returns while implementing tax-saving strategies.

• Trust Disbursement Planning: Create structured financial plans for trust payouts to beneficiaries.

• Expense & Investment Oversight: Monitor trust expenditures and ensure proper fund allocation.

 

Legal & Financial Consulting for Estates & Trusts

Legal and financial professionals handling estates and trusts require specialized financial insights. Our consulting services offer practical, tailored financial solutions to support estate and trust administration.

• Estate & Trust Financial Planning: Assist attorneys, financial advisors, and trustees in structuring estate and trust financial strategies.

• Court-Required Accountings: Prepare financial statements required by probate courts and trust administrators.

• Settlement & Distribution Planning: Ensure assets are fairly and efficiently distributed to heirs and beneficiaries.

• Business Succession & Inheritance Planning: Assist in structuring financial plans for business owners to transition assets to heirs.

• Charitable Trust & Foundation Management: Provide guidance on financial planning for charitable giving through estate plans and trusts.

 

Fiduciary & Executor Support Services

Executors and fiduciaries carry significant responsibilities in managing estate finances. We offer professional support to ensure compliance, accuracy, and efficiency throughout the estate settlement process.

• Executor Accounting & Reporting: Keep financial records organized and compliant with probate requirements.

• Financial Mediation for Disputes: Provide clarity in financial matters to assist in resolving disputes between beneficiaries.

• Asset Valuation & Liquidation Assistance: Help assess, manage, and distribute estate assets efficiently.

• Financial Organization for Family Estates: Assist families in structuring long-term financial management plans for inherited wealth.

 

Legal Document Preparation Services

In addition to financial and administrative guidance, Agility Solutions provides professional legal document preparation services to support your estate, trust, probate, guardianship, and conservatorship needs. As Registered Legal Document Assistants (LDAs), we help clients complete and organize essential court and estate planning documents — all without the high cost of attorney representation.

 

Estate & Trust Document Preparation

• Revocable & Irrevocable Trusts

• Last Will and Testament

• Durable Power of Attorney

• Advance Health Care Directive

• HIPAA Release Authorization

• Trust Amendments and Revocations

• Certification of Trust

• Grant Deeds for Trust Transfers

 

Probate Court Filings

• Petition for Probate

• Letters Testamentary / Letters of Administration

• Small Estate Affidavit

• Spousal Property Petition

• Inventory & Appraisal (Form DE-160/DE-161)

• Notice of Petition to Administer Estate

• Final Distribution Forms

 

Guardianship & Conservatorship Support

• Petition for Appointment of Guardian (Minor)

• Petition for Appointment of Conservator (Adult)

• Confidential Guardianship/Conservatorship Questionnaires

• Capacity Declarations (GC-335)

• Inventory and Accounting Reports (GC-400 Series)

• Court Status Reports and Notices

 

🔒 Please note: We are not attorneys and cannot provide legal advice. All document preparation services are offered in compliance with California Business & Professions Code §6400.

 

Why Choose Agility Solutions?

• Experienced in Estate & Trust Financial Management – Extensive background in accounting, estate planning, and probate administration.

• Comprehensive Financial Oversight – From record-keeping and tax compliance to estate distribution and financial planning.

• Tailored Support for Executors & Trustees – We provide step-by-step financial guidance for fiduciaries handling estate and trust finances.

• Transparent, Compliant, and Client-Focused – We are committed to providing reliable, ethical, and personalized solutions to help you fulfill your fiduciary responsibilities and achieve peace of mind.

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Get Expert Guidance Today

Managing estate, probate, and trust finances requires diligence and expertise. Let Agility Solutions guide you through the legal and financial responsibilities with confidence and care.

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📞 Contact us today to discuss your estate, trust, or conservatorship needs.