ESTATE PLANNING

Estate planning is one of the necessities of life.

The areas involved in estate administration that UTC International is able to assist in include:

• Meeting to discuss planning of the estate;
• Confirming assets (i.e. business valuations and appraisals, inventories etc);
• Assistance with probate matters (inventory of assets);
• Assistance with documentation involved in estate planning, wills and power of attorney;
• Protecting the assets;
• Administration of taxes and debts;
• Estate distribution;
• Collaborating with Client’s solicitors;
• Discussing the benefits of testamentary trusts;
• Timing of administration to the advantage of the client and of the beneficiaries.