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Investments > Wealth Management > Trust Services > Estate Settlement

Estate Settlement

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

Investment products and services are not FDIC insured, not insured by any federal government agency, not a deposit or bank obligation, not financial institution guaranteed, subject to investment risk, including potential principal loss.
 
 
 
 
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