Estate Administration

The goal of your estate plan is to provide for your family and others as outlined in your will. The Executor's role is demanding, as they must collect and properly manage the estate assets, obtain valuations for tax purposes, pay valid claims against the estate, collect debts owed the estate and file estate and personal income tax returns. Many in the legal profession recommend a corporate fiduciary, such as TheBANK, be named to handle these tasks and ensure they are completed in an impartial manner. The Investor Group at TheBANK's specialists have been successfully providing Estate Administration services for more than 30 years.

How do I name an executor to my estate?

What role does the executor play in estate administration?