Accounting & Taxation Services
Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choos provides peace of mind .

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At Koschel Simpson Mattner we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets — Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Back to Accounting & Taxation Services


Copyright Koschel Simpson Mattner Group
Site Map | Disclaimer
Software solutions for accountants by Acclipse