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black couple sitting with trust officer signing estate documents

Estate Services

When you appoint Midland to be your executor or personal representative, a professional team of specialists will apply skill, sensitivity and discretion in helping you plan for the disposition of your assets and the settlement of your estate through the following services: 

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Probate your will

 

 

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Collect assets and information

 

 

determine debt

Determine debts and claims against the estate

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Manage all elements of the estate, including investments

 

 

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Analyze and resolve time-consume and complex tax issues

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Determine and arrange payment of all taxes

 

 

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Distribute the estate

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We are your neighbors. Living, working and contributing in the same communities. It is the very foundation of our client philosophy. 

We are independent, credentialed professionals who provide clients unbiased recommendations and expert advice. We are skilled at developing investment, trust and comprehensive wealth management strategies to serve our clients.

 

Our strategy starts with you. We believe that it is essential to take the time to understand each person and every goal. From individuals to business owners to non-profit organizations, we are determined to design custom financial solutions as unique as our clients.

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Contact us today to discuss your financial needs.

Meet the Team   888-637-2120

Let's Connect.