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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.

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