Comprehensive Services

Estate Planning & Settlement

The Loring, Wolcott & Coolidge Office works with clients to help ensure a tax-efficient transfer of their financial legacy to future generations.

The trustees' knowledge of individual client circumstances, together with the firm's estate planning expertise, enable them to provide personalized plans designed to minimize the impact of estate taxes. Trustees integrate this plan with a family investment strategy to create a comprehensive plan for optimizing intergenerational wealth transfer.

Trustees take a consultative approach, bringing clarity to complex transfer tax laws and clearly explaining each client's options in light of their family's specific issues. They coordinate with family legal advisors, including reviewing all documents to ensure they are aligned with the client's strategy.

Trustees also administer estates for clients, ensuring their wishes are carried out in a fair and equitable manner, as intended. Trustees serve as executors, supported by a professional estate administration team. Together, they prepare the estate tax and fiduciary income tax returns and manage the probate account.