Estate Settlement

Selecting someone to settle your estate is one of the most important decisions you will ever make. Your choice of Personal Representative can only be indicated in your will. If you don't select one, law provides that someone be appointed. Our experienced staff can ensure that your financial affairs are brought to closure under your last will and testament and that all details are taken care of in a timely manner.

Advantages
  • Broad experience to handle all facets of the estate, whether your assets are stocks, bonds, real estate or mineral rights, etc.
  • Experienced, neutral party to handle your estate fairly between beneficiaries
  • Specialized knowledge can save time and assets in settling your estate
  • We provide personal service that is understanding and sympathetic to the needs of your family

Tasks of an Executor
  • Collection of assets and estate information
  • Determination of debts and claims against the estate
  • Management of estate assets during settlement
  • Determination and payment of all taxes
  • Distribution of the estate

A Personal Representative may perform as many as 60 to 70 separate duties as financial manager of your estate. Considerable time and talent is required to execute these duties properly. Frequent changes in the law have complicated estate administration to a point at which professional expertise provides a distinct advantage. We're here to help.