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Service: Trust and Estate Administration

Trust and Estate Administration

JDJ simplifies the myriad details that come with planning, protecting, and transferring the wealth you’ve created. From estate planning to life insurance to wealth transfer, JDJ offers a full range of trust and estate management services, including:

  • Estate plan implementation
  • Trust administration
  • Trust document abstracting
  • Estate plan flow chart, summary and documentation
  • Life insurance portfolio oversight
  • Charitable and philanthropic administration
  • Foundation management
  • Wealth transfer planning
  • Fiscal education of the next generation
  • Estate settlement
  • Electronic storage of documents
  • Remote access to important records and data

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Questions? Contact us to learn how JDJ can make a difference in your life.

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