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| 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:
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We work with one or more family executors or trustees to help administer the estate or trust.
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We oversee all of the duties for the estate or trust.
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We serve as a successor exector or successor trustee.
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We provide professional advice as well as handle one or more complex tasks for estates and trusts.
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| “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 |
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| “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 |
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