Executor and Trustee Services
You said yes because you loved them.
Being named an executor is one of the most profound acts of trust one person can place in another. It is also one of the most demanding responsibilities most people will ever face — and it arrives at the hardest possible moment.
Death certificates. Frozen accounts. Tax filings. Legal processes. Beneficiaries waiting for answers. All of it, while you are grieving.
Asking for help is not a betrayal of their trust. It is how you honour it.
At Everest Advisory, we step in as your professional executor, co-executor, or trustee — taking the weight of the process off your shoulders so you can focus on your family and your own wellbeing. We work alongside the legal counsel, accountants, and advisors you already trust.
Our role is to bring competence, continuity, and calm — so the estate is settled properly, completely, and with the care they deserved.
A conversation costs nothing. Reach out — we would genuinely like to help.
What we will do¹:
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Acting as Executor, Co-executor, or Administrator, including estates with multiple Wills or cross-border assets;
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Serving as Trustee for personal, family, testamentary, disability, and charitable trusts;
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Providing objective oversight in complex situations, including family conflict or beneficiary disputes;
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Coordinating all administrative, financial, legal, and reporting responsibilities from start to finish; and
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Supporting families and their advisors through intergenerational wealth transitions.
If you think your Executor/Trustee can be primarily responsible but just need some support, click here to know more about our Agent/ Advisory service.