Estate Settlement Services - Executor Services

Planning

Guiding Beneficiaries and Heirs Through the Intricate Process of Estate Settlement

The estate settlement process can involve a number of stages that can be difficult to walk through while dealing with loss and grief following a death. Being prepared ahead of time for wealth transfer can be a relief for loved ones.

Our advisors will function as executor, trustee or agent to make the estate settlement process as smooth as possible for all involved. We are here to ease the burden of estate settlement.

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Estate Settlement Services Include:

Estate Planning
Trust Administration
Probate Services
Asset Valuation
Beneficiary Services
Tax Planning and Compliance
Financial Planning
Insurance Management
Executor Services
Charitable Giving
Accounting and Record Keeping

Please note that estate settlement services do not include legal advice and clients are advised to consult with a legal advisor when creating an estate plan.

Who & Why

Are Estate Planning Services for Me?

Each estate is unique and estate settlement often involves a complex mix of assets, steps, rules and more. While your first instinct may be to entrust a family member or close friend, allowing a financial advisor with a fiduciary duty to provide executor services may be a better choice.

Let us help you explore your options for estate settlement.

It's Never Too Early for Estate Planning

Estate planning is something that you should start sooner rather than later. The process should include regularly updating your plan and consulting with your financial advisor to confirm all documents are legally valid and aligned to your specific objectives.

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*Investments in the capital markets are not FDIC insured and involve risk of principle.

NOT A DEPOSIT. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

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Estate Settlement and Executor Services