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Our estate settlement team is ready to assist with your wealth transition
Estate Settlement
One of the hardest emotional stages we go though in life is losing a loved one. Unburden your surviving spouse, children and business associates by appointing a professional trustee to allow them time during a difficult grieving process.
The process of collecting and managing the estate, paying any debts and taxes, and distributing the remaining property to the heirs should not be taken lightly. Greater wealth can lead to a more complicated estate administration process, especially when your loved ones often lack the time, knowledge or expertise needed to carry out your wishes.
1 Assets
- Real Estate
- Bank Accounts
- Investments
- Retirement Benefits
- Personal Property
- Life Insurance
- Business Interests
2 Expenses
- Federal Income and Estate Taxes
- State Taxes
- Property Taxes
- Probate Fees
- Other Costs and Expenses
3 Settlement
Final distribution to heirs and beneficiaries of remaining assets
Duties We Perform on Your Behalf as Estate Administrator
- Obtain death certificates
- Locate wills, trusts and insurance policies
- Locate bank, investment, retirement, pensions and other financial accounts
- Notify all estate beneficiaries
- Secure decedent's principal residence and other real estate and pay all related property taxes
- Inventory all business interests
- Marshal and appraise all assets
- Review and address all liabilities of decedent
- Meet with surviving family members
- Act as neutral third-party administrator to help prevent any disputes over your estate
- Coordinate legal and accounting expertise if necessary
- File individual, fiduciary, and estate and gift tax returns
- Distribute assets according to estate plan documents
Choosing First American Trust to be your estate administrator will ensure that your wishes will be carried out by our seasoned team. We are experts with extensive legal background, capable of efficiently handling all stages of estate administration, beginning with locating wills, trusts, and insurance policies to the ultimate distribution of estate assets.
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Please complete the form below and one of our representatives will contact you to discuss your needs.
If you prefer, call us now at 877.908.7878.