Estate & Trust Accounting
Estates and trusts are tricky. We will help you avoid pitfalls and maximize your potential.
You have tax implications, investment strategies, distribution planning, and many other decisions to make. (Sometimes all at once!) Let us help you navigate these situations for the best possible outcomes.
Estate and trust accounting services are led by Magi Kirkpatrick Sikora, backed by an experienced team and continuing education in the field. Contact Estep-Doctor & Company with your estate or trust questions now, and we will respond promptly.
What is "Your Success?"
When we say "Your Success Is Our Goal" in regard to an estate plan or trust account, we know that success is not just about today but about the future. We promise to serve you with excellence -- for all the ways you define success. Click to contact us today.