Trust & Estate Administration

We are here to help relieve the stress and burden of managing a complex or even modest estate. We understand this isn't a role that should be assigned lightly, and as an objective party with extensive knowledge and experience, you can trust that we will handle your estate exactly how you wish.

Not FDIC-Insured. Not a deposit product. May lose value.

Meet Your Trust & Estate Experts

Your Personal Representative

Ready and empowered to administer the following financial affairs:

  • Locate, inventory, and safeguard all estate assets, and establish fair appraisal values for tax and accounting purposes
  • Provide continuing management for all investment assets, including income-producing real estate and business interests
  • Pay from your estate funeral expenses, legitimate claims of creditors, and administration expenses
  • Collect all debts owed to your estate and be prepared to defend your estate against invalid or improper claims
  • Assume responsibility for the filing of 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 an accounting to the court and to beneficiaries
  • Distribute your estate in accordance with the provisions of your Will and/or Trust agreement

“We do not plan for ourselves, we plan for our families.”

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