Estate Administration

Helping Your Executor Make Sense of It All

The complexity of today’s estates makes an executor’s role more challenging than ever. Rarely is a surviving spouse, relative, business associate or other designee equipped with the skill, experience and time to properly administer your financial affairs.

Administering the Affairs of Your Estate
Our qualified professionals possess the expertise to administer the affairs of your estate and act as a liaison with surviving family members, business associates and other stakeholders.

  • Help locate, inventory and safeguard all estate assets, and establish values for tax and accounting purposes
  • Provide continuing management for all investment assets, including income-producing real estate and business interests
  • Pay funeral expenses, legitimate claims of creditors and administration expenses from the proceeds of the estate
  • Collect all debts owed to you and be prepared to defend the estate against invalid or improper claims
  • Assume responsibility for all estate, inheritance, income or gift tax returns required by state or federal authorities
  • Keep detailed records of all income, expenses and estate transactions, and render accounting to the court or beneficiaries
  • Distribute the estate in accordance with the provisions of your will and/or
    trust agreement

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Review any planned financial transactions that may have tax or legal implications with your personal tax or legal advisor.

NOT A DEPOSIT — NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY — NOT GUARANTEED BY THE BANK — MAY LOSE VALUE

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