Successfully transferring your assets, as you wish, requires both a will and a skilled personal representative. We ensure that your instructions will be carried out and your beneficiaries will receive committed personal attention throughout the administration of your estate.
Through our Estate Settlement Service, we administer your estate and take it through the complexities of probate. Our estate experience lets us settle your estate without necessary delay and disruption for your heirs.
Arranging for probate
Collecting, inventorying, valuing and protecting your assets
Managing your assets during the estate administration period
Accurate record keeping
Paying estate taxes, expenses, and debts
Preparing and filing income and estate tax returns
Distributing estate asset to beneficiaries
Most importantly, following your directions in your Will.
Nondeposit Investment Products
• NOT A DEPOSIT • NOT GUARANTEED BY THE BANK OR ITS AFFILIATES • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE
