Estate and Trust Services

How We Help

We provide two core service areas:

Estate & Trust Administration Services

guiding fiduciaries through the practical and financial responsibilities of administering an estate or trust.

Whether you are planning ahead or navigating responsibilities after a death, you don’t have to do this alone.

Estate & Trust Tax Services

ensuring accurate filings, minimizing tax exposure, and meeting all compliance deadlines.

Estate & Trust Tax Services

Estate and trust tax rules are complex, deadlines are strict, and mistakes can be costly. We bring technical expertise and steady guidance to ensure everything is handled correctly.

Our Estate & Trust Tax Services include:

• Estate Tax Returns (Form 706)

  • Preparation and filing of federal estate tax returns

  • Coordination of asset valuations and elections

  • Portability elections and exemption planning

• Trust & Estate Income Tax Returns (Form 1041)

  • Preparation of fiduciary income tax returns

  • Allocation of income between the trust/estate and beneficiaries

  • Schedule K-1 preparation and reporting

• Beneficiary Tax Coordination

  • Explaining tax implications of distributions

  • Supporting beneficiaries and their tax preparers

  • Preventing double taxation and reporting errors

• Tax Planning & Compliance Support

  • Estimated tax guidance

  • Ongoing compliance for long-term trusts

  • State-level estate and fiduciary tax considerations

Our goal is simple: accurate filings, fewer surprises, and confidence that nothing has been missed.

Estate & Trust Administration Services

Serving as an executor or trustee is an important responsibility—and often an unfamiliar one. We help you understand what needs to be done, when it needs to be done, and how to do it correctly.

Our Estate & Trust Administration Services include:

• Executor & Trustee Guidance

  • Step-by-step support through the administration process

  • Clarifying fiduciary duties and responsibilities

  • Helping you stay organized and compliant

• Estate & Trust Accounting

  • Tracking income, expenses, and distributions

  • Preparing fiduciary accounting reports

  • Supporting transparency for beneficiaries

• Asset & Distribution Support

  • Assistance with cash flow and distribution planning

  • Coordination with attorneys, financial advisors, and banks

  • Ensuring distributions align with governing documents

• Ongoing Advisory Support

  • Answering questions as they arise

  • Helping you avoid common fiduciary mistakes

  • Providing peace of mind during a difficult season

We act as a steady, knowledgeable partner—so you can fulfill your role with confidence.

Who We Serve

Our Estate and Trust Services are ideal for:

• Executors and personal representatives

• Trustees and successor trustees

• Beneficiaries seeking clarity on tax reporting

• Families planning for future estate and trust needs

• Attorneys and financial advisors seeking reliable tax support for their clients

Why Schissler & Co?

Clients choose Schissler & Co. because we combine:

• Technical expertise in fiduciary taxation

• Clear communication without unnecessary jargon

• Calm, organized guidance during stressful transitions

• A proactive approach that prevents problems before they arise

We understand that estate and trust work is about more than numbers—it’s about people, responsibilities, and peace of mind.