Estate & Trust

Personalized Estate & Trust Services

Warren Averett’s Estate and Trust team provides a comprehensive and personalized approach to your family’s estate planning, estate and income tax planning and compliance needs. We believe a thorough understanding of your personal and professional situations (your family dynamics, finances, business, lifestyle and goals) best positions us to recommend strategies and solutions that are customized for you and your family.

Our personalized estate planning approach helps to identify your goals, while preserving your family’s wealth and reducing potential estate and income tax liabilities. Our estate planners will review your current personal and professional situations, develop and evaluate strategies to fulfill your needs, and balance competing personal and financial goals. They will even be there to assist your personal representatives and trustees in the day-to-day administrative duties associated with serving in these roles.

Our Estate and Trust tax team has the skills and expertise needed to properly prepare and file federal and state estate tax returns, fiduciary income tax returns, federal gift tax returns, individual and business income tax returns and more.

With the combined experience of more than 100 years, our trusted advisors will be there for you every step of the way. Our team includes credentialed professionals with designations such as CPAs, JDs and AEPs. We look forward to helping you accomplish all of your estate and trust planning, tax and compliance needs.

Meet Our Estate & Trust Team

Learn more about our team members’ expertise, insights and how we can help you thrive.

Contact Us

Phone: 800.759.7857

Questions about how we can help you or your business thrive, or want to learn more about Warren Averett? Get in touch with us today!