When a loved one passes, the legal and financial responsibilities can feel immense. If you have been named a Successor Trustee, you have a fiduciary duty to manage and distribute assets according to the law. You don't have to navigate this complexity alone.

Legal Compliance: We ensure all statutory notices, filings, and sub-trust funding are handled precisely to shield you from personal liability.

Financial Oversight: Utilizing our CFP® background, we help oversee asset valuations, financial considerations, and accounting requirements.

Conflict Resolution: We act as a professional buffer to ensure the process remains transparent and minimizes friction between beneficiaries

Initial Review: We analyze the Trust document to determine your specific duties and immediate deadlines.

Asset Marshalling: We assist in identifying, valuing, and titling assets under the Trust’s authority.

Distribution: We guide the final allocation of assets, ensuring all debts and taxes are satisfied first.

Managing an estate that spans two countries requires more than just local knowledge. We work closely with trusted legal counsel in Japan to ensure that inheritance matters, asset transfers, and international tax considerations are handled with precision. Whether you have beneficiaries in Japan or assets held overseas, we provide the bridge you need