Estate and trust matters don’t have to feel overwhelming.

Estate & Trust Services

Managing the tax and financial responsibilities of an estate or trust often comes at an already difficult time. The rules can be complex, deadlines are strict, and mistakes can be costly.

You don’t have to navigate it alone.

Schissler & Co provides steady, knowledgeable guidance for trustees, executors, and beneficiaries. We help you understand what’s required, stay compliant, and move forward with confidence—while treating every situation with care and respect.

A clear, supportive process:

1. We review the estate or trust structure and requirements

2. We prepare and file required tax returns accurately and on time

3. We provide guidance to help you fulfill your responsibilities with confidence

The result?

Clarity, compliance, and peace of mind during a complex process.

Estate & Trust Services — How We Help

• Fiduciary income tax preparation (Form 1041)

• Estate tax return preparation (as applicable)

• Trust and estate tax planning support

• Beneficiary income reporting guidance (Schedules K-1)

• Coordination with attorneys and financial advisors

• Prior-year returns and corrections

• IRS and state correspondence support

• Ongoing tax guidance for trustees and executors

• And thoughtful support tailored to the unique needs of each estate or trust.