Although you can choose almost any competent adult to serve as your estate’s executor, you may want to give serious consideration to naming a professional such as our trust company as executor or as co-executor with a family member or friend.
Our Estate Settlement
services give you the peace of mind knowing your assets will be managed by an experienced investment professional.
Our services include:
- Management of your assets by experienced investment professionals
- Maintaining detailed records of all estate transactions
- Overseeing the preparation of complex income and estate tax returns by trust and estate specialists
- Maintaining an inventory of all estate assets and their value
- Paying bills as appropriate
- Regularly reporting income, tax, and asset information to your beneficiaries