You’ve Built a Legacy. We’ll Ensure It Lasts.

You’ve worked hard to grow your wealth. We’re here to help you protect it and pass it on to those you love most.

How We Help

Estate settlement is more than simply signing and filing your will with the court. It’s a comprehensive, detailed process that articulates your intentions in passing your assets down to beneficiaries in a way that provides comfort in challenging times and assistance navigating the uncertainty of milestones ahead. Working alongside your CPA and attorney, your fiduciary at Adelphi Trust Company guides you at every step to ensure your wishes are carried out.

 Marshall and safeguard assets

 Review investment portfolio

 Collaborate with your attorney and accountant

 Secure property and work with real estate professionals

 Oversight and transfer of tangible personal property

 Pay bills and creditors

 Make distributions

 Filing necessary tax returns

 Fund any resulting trusts