Estate & Trust Advisory Services

Preparing your estate and trust can be an overwhelming process. At Sensiba, our priority is to ensure that your goals and wishes are fully reflected and achieved in your estate plan with as little stress on you as possible. Our estate, gift and trust tax experts will guide you through the process in an organized, friendly and comfortable manner while making sure that your financial planning providers and attorneys are all on the same page.

We can also provide Court and Trust Accounting, as well as international wealth compliance and consulting for those with global wealth. Having the authority to determine how your assets are handled is a powerful advantage, and we’re here to help make sure that your vision comes true.