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Navigate Estate Administration with Confidence

Partner with Midland to plan the smooth transfer of assets and estate settlement. Our estate administration services are dedicated to honoring your wishes with personalized care, experience, and discretion.

Our Estate Administration Services

  • Estate Settlements and Distribution
    Managing the estate per the decedent's wishes to prevent strain among beneficiaries.

  • Will Probation
    Handling the legal process to confirm the validity of a will and allowing beneficiaries to dispute if necessary.

  • Collection of Assets and Information
    Taking inventory of all assets to prepare for distribution.

  • Determine Estate Taxes, Claims, and Debts
    Managing debts, claims, and tax filings appropriately.

  • Manage Estate Investments
    Collecting assets and investments made by the decedent and including them among the estate.

  • Probate Your Will
    Serving as an executor/administrator through the probate process if necessary.

  • Analyze and Resolve Complex Tax Issues
    Resolving complicated tax issues in partnership with other professionals.

  • Distribute the Estate
    Distributing assets to beneficiaries as required and addressing any special requests.

Your Estate, Our Care

Appointing Midland as your executor or corporate trustee means placing your trust in a team with extensive experience and a commitment to delivering personalized solutions. We tailor our approach to meet your specific needs so that your legacy is handled with the utmost care.

Experience and Professionalism
Our team offers deep professional experience, providing optimal solutions for clients.

Objective and Impartial
Estates are managed objectively, reducing the potential for conflicts among beneficiaries.

Comprehensive Service
All aspects of estate administration are handled, from asset collection to tax resolution and final distribution.

Tailored Solutions
Solutions are tailored by working directly with families, beneficiaries, or their attorneys and advisors to meet their specific needs.

Commitment to Excellence
High client satisfaction is maintained by adhering to a core principle of committed, personalized service through a collaborative approach and creative solutions.

Fiduciary Responsibility
As a fiduciary, all actions are ensured to be in the best interest of clients and their beneficiaries.

smiling couple shaking hands with a wealth advisor

 

Contact us to learn more about how we can assist with administering your estate. 

A Customized Approach for Every Situation

We pride ourselves on service, delivering value through experience, objectivity, and compassion. Dedicated to our clients, we advocate for trust beneficiaries and their families with empathy and respect. Midland can serve as your fiduciary, as we have for so many others. 

Attorneys & Consultants

Our team has spent years working with attorneys, consultants, and other advisors to determine appropriate courses of action for our mutual clients.

Beneficiaries & Families

Experience peace of mind knowing your loved one's assets are in capable hands. Let us help you through this challenging time.

Your Estate, Our Commitment

Share a few details with us, and let's discuss how our estate services may help protect what matters most.

Frequently Asked Questions

What is an estate administrator?

An estate refers to everything you own, from properties to your car, antiques, and valuables. It's not just physical assets, though. Checking and savings accounts, investments, and retirement plans also contribute to your estate. 

An estate administrator or executor is a third party, like Midland, who handles the ‘winding down’ of the estate. This includes managing the decedent’s remaining financial obligations, such as paying bills and taxes, taking inventory of assets, and distributing them to beneficiaries. 

Why do you need an estate plan?

An estate plan can help protect your family and finances during your life and after you die. It is important to review your estate plan after any life-changing event. These events include marriage, divorce, other domestic arrangement changes, a financial windfall, the birth or adoption of a child.

Do I need a will?

A will is a legal document that details out the care of your children, as well as the distribution of your assets following your death. Many people consider a will to be one of the basics of estate planning. If you are married or have children, you should highly consider a will.

What is probate?

Probate is a court-supervised process that appoints an executor to administer a decedent’s estate. The process involves validating the will, paying any final debts, and distributing assets to beneficiaries. 

Many families want to avoid probate due to privacy concerns with its public court records. It is also often both time-consuming and expensive. 

Prefer Personal Assistance?

Our team of dedicated professionals are here to support you.