Estate
   Administration

Estate Planning

Helping Your Executor Make Sense of It All

The complexity of today’s typical estate makes an executor’s role more challenging than ever. Rarely is a surviving spouse, relative, business associate or other designee equipped with the skill, experience and time to properly administer your financial affairs.

Our qualified professionals possess the expertise to administer the affairs of your estate and act as a liaison with surviving family members, business associates and other stakeholders.

Administering the Affairs of Your Estate

After you’ve developed your estate plan with your attorney, your Personal Trust Officer can administer the following:

  • Help locate, inventory and safeguard all estate assets, and establish values for tax and accounting purposes
  • Provide continuing management for all investment assets, including income-producing real estate and business interests
  • Pay funeral expenses, legitimate claims of creditors and administration expenses from the proceeds of the estate
  • Collect all debts owed to you and be prepared to defend the estate against invalid or improper claims
  • Assume responsibility for 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 accounting to the court or beneficiaries
  • Distribute the estate in accordance with the provisions of your will and/or trust agreements

Let our estate planning professionals work with you and your family to understand your needs and ensure your wishes are followed.

NOT A DEPOSIT — NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY — NOT GUARANTEED BY ANY BANK — MAY LOSE VALUE

For more information or to make an appointment with one of our trust officers, call 888.447.4730.


Trust services provided by AAA Banking • Division of Auto Club Trust, FSB