Estate and Trust Services

Pender Newkirk & Company understands the importance of providing comprehensive estate planning in order to secure your future, as well as the future of your business. With our focus on establishing long term financial security, our Estate and Trust Services Team helps our clients to maximize wealth accumulation, minimize the tax burden and ensure that successors receive the maximum asset distribution.

We understand your desired financial position, we provide comprehensive services and we work efficiently with your personal and professional business advisory team. We have well-established relationships with estate attorneys, trust investment officers, insurance specialists and other financial advisors throughout the Tampa Bay area and beyond. We collaborate with these professionals to ensure our clients achieve their estate, succession and planning goals.