SwartzCPA
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Estate & Trust Administration
We can serve as the personal representative (executor) of your North Carolina or South Carolina estate and trustee of your trust. We function as your independent representative to assure the actions taken on your behalf complies with your desires as provided in your will and trust documents. We are knowledgeable of the requirements and capable of handling the accounting and tax issues as well. As a relatively small firm we will be personally involved in ongoing issues.