Estate Services


It’s never easy when a loved one dies.  At WPP, we serve our clients in a Fiduciary capacity, and have great empathy for our clients going through the loss of a family member.  We aim to make the Estate Settlement process as painless as possible.  Our services include a full financial review, working alongside your CPA and attorney, locating policies that may be lost, and assisting in funds distribution, as well as tax mitigation, and reinvesting.  We also have specialized programs for eliminating capital gains incurred from the sale of a business or real estate.