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Our trust and investment professionals provide Estate Settlement Services. We will help you develop an estate plan to provide for the financial security of your family and other beneficiaries.
Services include our acting as:
- Executor/Professional Representative. We accumulate your assets and manage them during the estate settlement period. We pay all estate expenses and taxes. We distribute the remaining assets to your beneficiaries as you have prescribed in your will.
- Agent for Executor/Personal Representative. If you have been named as Executive/Personal Representative of another person's estate, we handle many of the required administrative duties for you.
- Trustee of any trusts in your will. We provide the asset management continuity your heirs may need.
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