OUR SERVICES
Estate Settlement
We provide compassionate and efficient estate settlement services, guiding families through the complexities of managing and distributing assets with care and expertise.
Why Choose CGTC for Estate Settlement?
- Specialized Knowledge
- Efficient & Timely Settlement
- Professional & Objective
- Impartial Guidance
- Dedicated and Experienced Professionals
Our Services
The estate settlement process is lengthy and complicated and takes a large toll on already grieving family members. Our services include but are not limited to:
Secure All Real Estate
- Change locks
- Update billing
- Update Insurance
- Contact HOA
- Verify Property Taxes
Asset Collection
Appraisals
- Real Estate
- Jewelry
- TPP
Locate Will
- Amendments
- File original will with Probate Court
Mail Forwarding
Negotiate Fees
- Trust Settlement Fee
- Estate Settlement Fee
- Real Estate Sale Fee
- Ongoing Administration Fee
Review all Estate Planning Documents
- Last Will
- Living Will
- Durable POA
- Healthcare Surrogate
- Trust Agreement
Retain Attorney
Determine CPA
Determine Investment Advisor
Introduction with Beneficiaries
Follow Through the Entire Probate or Summary Administration Process
Distributions
Investment and related products are: Not Insured by the FDIC, the United States Government or any Governmental Agency or by Coral Gables Trust Company or any of its affiliates. Not obligations of the Trust Company or guaranteed by the Trust Company. Subject to Investment risk and may lose value
For estate settlement services, please contact:
John Harris
Managing Director
Chief Wealth Advisor
- 305.443.2544
- 954.864.9441
- jharris@cgtrust.com
Ivan Shegota, CTFA, AEP®
Executive Vice President
Senior Relationship Manager
Senior Wealth Advisor
- 561.820.4844
- 561.251.1380
- ishegota@cgtrust.com