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Cambridge Trust Company serves as executor, co-executor or agent for executor, providing a full range of services for our high net worth clients including 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.
To schedule a meeting to discuss your estate plan or to receive more information about our Estate Settlement services, call Robert MacAllister in Massachusetts at 617-441-1599 or David G. Strachan, Jr. in New Hampshire at 603-778-0292, or email us.
Securities and other investment products are:
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Not FDIC Insured • May Lose Value • Not Bank Guaranteed |
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Market
Contact Us:
Call 617-441-1599
(Robert MacAllister
in Massachusetts)
Call 603-778-0292
(David G. Strachan, Jr. in New Hampshire)
Email Us
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