Need an expert to help with settlement?
Some Estate settlements pose extra challenges that require expertise to navigate. We partner with attorneys that specialize in Estate Administration, helping executors and successor trustees through the settlement process.
PARTNER SPOTLIGHT
Anodos is a full-service legal and financial planning agency established in 2005, servicing high-net-worth clients nationally. Anodos focuses on helping clients create Estate plans, proactively manage them over time, and settle them when the need arises. Services include:
EstateVault® service
An ongoing service that ensures a family's Estate is in order while the Estate holders are alive. This includes a comprehensive analysis and review of the family's legal documents and financial assets, preparation of key recommendations and summary documents, and the organization and storage of the family’s critical Estate assets in a private and secure Legacy Logix vault.
Estate Settlement service
Anodo’s Estate Settlement Service recognizes that few executors or trustees have the time, interest, or experience to administer an estate's settlement efficiently. For a fixed fee, Anodos allocates a dedicated Estate settlement professional to act as the manager of the settlement process, guiding the executor/trustee at every step to ensure their Estate is settled twice as fast and at an overall lower cost. The Estate Settlement Service relies on a Legacy Logix Estate vault, where all documents are available for review and shared with key stakeholders. It also provides a solid basis for the executor/trustee to document expenses and generate the Estate distribution pro forma.
Additional services
Long-term Trustee Governance Support
Trustee Compensation Study
Annual Estate Review and Report
Investment Management Reviews