Wealth Management > Estate Settlement

Estate Settlement

Cambridge Trust Company serves as executor, co-executor, or agent for executor, providing a full range of estate services for our high net worth clients. Services include collection and valuation of all assets; payment of debts, expenses, legacies, and taxes; filing of all estate, gift, and income tax returns; management of probate and non-probate assets during the settlement period; and distribution of assets according to instructions. We optimize the use of tax deductions and elections to ensure tax savings.

To learn more about our Estate Settlement services, call Robert Pasciuto in Massachusetts at 617-441-1506 or Susan Martore-Baker in New Hampshire
at 603-369-5101, or email us.

Contact Us

In Massachusetts call
Robert MacAllister

  • 617-441-1599

William Yates

  • 617-503-4041

In New Hampshire call

Erin Cooper

  • 603-369-5057

Susan Martore-Baker

  • 603-369-5101

Email Us

Securities and other investment products are:

  • Not FDIC Insured • 
  • May Lose Value • 
  • Not Bank Guaranteed
  •   Not a Deposit 
  • • Not Insured By Any Government Agency