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.

 

Securities and other investment products are:

Wealth Management Disclosure

 

Contact Us

In Massachusetts call

Erin Cooper

617-503-5285

Edward Fitzgerald

617-441-1484

William Yates

617-503-4041

In New Hampshire call
Susan Martore-Baker

603-369-5101

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