Personal. Advisors.

Estate and Trust Administration

Delivering first class estate settlement and trust administration services is a critical component of our Personal Advisory services.  Accordingly, we handle every aspect of estate settlements including:

  • Serving as an executor of a client's estate
  • Assuming responsibility for Probate Court proceedings
  • Preparation of estate tax returns, and
  • Disposition of assets

Reliable Support

Hemenway & Barnes maintains a central trust and tax department.  These professionals have responsibility for the:

  • Safekeeping of assets
  • Collection and distribution of income
  • Processing of transactions
  • Generation of reports and statements, and
  • Preparation of income tax returns for trust and estate accounts

All of this information, and more, is seamlessly connected and accessed through our secure computer network.