Trustee Administrative Services Hawaii LLC

We assist trustees and personal representatives navigate the trust and administration process. If you been named as a trustee or personal representative of an estate or trust, and have no clue what to do? We can help you navigate the complexities of being a trustee or personal representative. Our services include: - Assist with assembling assets and appraisals - Manage rental properties - Deal with estate claims - Obtain federal and state identification number for trusts - Complete paperwork to file insurance claims - Work with your broker to transfer accounts to trust or beneficiaries - Work with your banker to setup trust bank accounts - Prepare paperwork to transfer pension and 401(K) plans - Assist with trust funding optimization - Assist with beneficiary asset distribution - Compile tax documents for your tax accountant - Prepare checks to pay estate expenses - Prepare accounting records and reports for beneficiaries