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Passing on your assets is an important part of your financial planning. To successfully transfer your assets as you wish requires both a Will and a skilled executor.
Through our estate settlement services, we administer your estate and take it through the complexities of probate. Our estate and tax-preparation experience lets us settle your estate without unnecessary delay and minimizes disruption for your heirs and the estate-tax liability.
Each estate is different, with varying administrative requirements. An executor needs a working knowledge of:
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Probate procedures
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Federal and state tax laws
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Accounting principles
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Investment management
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Real estate management and sales
We are experienced, professional executors with the skills to handle your entire estate settlement. But you may feel that the personal insight of a family member or friend is also important. We can serve as co-executor with that person, sharing responsibility for estate decisions while relieving the co-executor of the administrative and technical duties.
Keep in mind, too, that you may someday be named as executor of a family member's or friend's estate. We can help by serving you as agent for executor to take care of the estate's administrative duties, including:
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Record keeping
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Tax return preparation and filing
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Custody and sale of securities
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Probate and beneficiary reporting
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Real estate management and sales
You retain responsibility for all the decision making, including investment management of the estate's assets.
For more information about our Investment Management Services, contact our Investment & Trust Division.
The foregoing discussion is general in nature, is intended for informational purposes only and is not intended to provide specific advice or recommendations for any individual or organization. Because the facts and circumstances surrounding each situation differ, you should consult your attorney, tax advisor or other professional advisor for advice on your particular situation.
