Estate and Executor Services

The executor or personal representative you name in your will is responsible for safeguarding the assets of your estate, for paying proper debts, for contesting improper claims, for collecting sums owed to your estate, for filing estate and income tax returns, and for proper distribution of your assets to your named legatees. 

In less complicated times, people relied on close relatives or friends to settle their estates. Today, naming an inexperienced executor is not only shortsighted but also potentially costly. The characteristics of an ideal executor include:

  • Financial responsibility
  • Integrity and freedom from personal bias
  • Patience and sympathy
  • Experience in caring for all types of assets and holdings
  • Informed investment judgment
  • Familiarity with special tax questions that arise when an estate is settled

We provide specialized skills in all phases of estate administration, yet our fees for estate settlement are no greater than inexperienced individuals might be entitled to receive.

To learn more or to start your plan, contact a Trust Proffesional today!