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Estate Administration

The ultimate goal of estate planning is to ensure the security of your family and other names in your Will. Our Trust and Asset Management Division will provide professional estate administration services that coordinate the tax, investment, administrative, and accounting aspects of estate administration.

Services include:

  • Arranging for probate

  • Collecting, inventorying, valuing and protecting assets

  • Managing assets

  • Paying estate taxes, expenses, and debts

  • Preparation and filing of tax returns

  • Distribution of estate assets to beneficiaries

  • Most importantly, we follow instructions outlined in your Will.