Executor and Trustee Services

At Everest Advisory, we rely on our founder's expertise as a trust and estate lawyer to provide corporate trustee and executor services for clients who require independent and reliable representation. 

• We act as executor in estate matters, including those having multiple Wills;
• We serve as trustee for personal, family, and charitable trusts; 
• We are happy to serve as the court-appointed Administrator for estates or trust lacking a capable Executor or Trustee; and
• We are often engaged in cases where traditional trust companies are unable to act—offering a flexible, alternative grounded in clear oversight and professional execution. 

Professional Approach: 

Our team works closely with legal counsel, advisors, and beneficiaries to ensure that structures are administered smoothly and in alignment with governing documents and tax considerations.

Family Approach: 

We understand that clients sometimes appoint us because their first choice, such as family members, are overseas or are otherwise unable to act.  As a result, our guiding principle is to have a hybrid approach where we consult with family members where appropriate to align with family intentions.