• Setting up an accounting system to track assets and income.
  
• Getting an accurate listing of assets with their original cost basis if possible.
  
• Managing real estate and other assets. Trustconsult has an in-house CPM (Certified Property Manager)* to assist in the management and accounting for real estate and rental property.
  
• Valuing each asset at the date of death of the decedent or for annual gifting to beneficiaries.
  
• Updating accounting information to reflect the date of death value.
  
• Obtaining information to give to the accountant to prepare and file the Federal Estate Tax return (Form 706).
  
• Accurately listing and distributing personal property items.
  
• Preparing interum and final accountings for beneficiaries.
  
• Preparing distribution schedules for beneficiaries.
  
• Closing the Estate or Trust.
  
  * CPM is the trademark name for the Institute of Real Estate Management, a national professional organizaion located in Chicago, Illinois.
  

Since individual Personal Representatives and Trustees usually have little experience with these matters they often have a difficult time completing their duties accurately and in a timely manner. Often others must do much of this work under less than ideal circumstance. However, help is available for the individual Trustee or Personal Representative.

Using Trustconsult to assist you will provide professionalism and continuity of management in the management and settlement process. The client will have someone who they can call upon daily if needed to help with the on-going administration of the trust or estate. They will be shown how to account for assets and get the needed cost basis information. Information going to the accountant and the attorney will be easily translated into petitions and tax forms that will make everyone's job more simple. We have over twenty-five years experience in estate and trust planning and administration to rely on. The attorney or other referring professional will be provided with copies of all work done and all billings and statements. Using the local services of Trustconsult just makes good sense when the individual Trustee or Personal Representative needs quality professional help.

Using the services of Trustconsult is easy for the Personal Representative of the Estate and for the attorney. We're located in Provo, Utah and have available meeting facilities in Salt Lake and other areas. Often meetings are held at the clients home or their place of business. Like "old time" doctors we make house calls. We also help cure many of the ailments that plague the individual Personal Representative and individual trustee. With a wealth of experience and hands-on solutions we are able to ease the individual through the administrative maze of settling the estate. Since our practice is "fee only," you can be assured that service is all that we sell. We provide the highest quality consultation service at reasonable fair rates. Fees are billed on a monthly basis with additional out-of-pocket related costs.