Being an executor or trustee involves doing complex tasks, which often demand significant time, a steep learning curve, and meticulous accuracy. The tasks require an understanding of law, accounting, finance, record keeping, tax planning and return preparation (e.g., IRS Forms 706, 709, 990-PF, 1040, 1041 & 1120S), business management, property valuation, human relations and more.

I’m Kevin Pillion, founder of Co-Executor LLC, and I can ease your burden by taking on one or more of the complex tasks for you. My experience as a professional executor and trustee for the past 10 years, combined with my background as a CPA and tax lawyer, enables me to provide you with expert guidance and save you time and money with administering a probate estate or trust.

You decide how much or how little assistance you need. Co-Executor can serve as:

  1. We work with one or more family executors or trustees to help administer the estate or trust.
  2. We oversee all of the duties for the estate or trust.
  3. We serve as a successor exector or successor trustee.
  4. We provide professional advice as well as handle one or more complex tasks for estates and trusts.
 
“Finding Kevin was a relief . . . he helped me settle my mother’s estate and make sure her trust is operating according to her instructions.”
Rebecca S., Teacher, Bradenton, FL
 
“I have known Kevin Pillion and his family for over 45 years and have found him to be a highly trustworthy, dedicated, and capable individual with an outstanding work ethic and compassion for others. I highly recommend him.”
Joseph McGuire, Attorney, McGuire and McGuire, P.C., Worcester, MA
 
 
Click to verify BBB accreditation and to see a BBB report.
 
 
Site Design & Development by Seven Thirty Three.com