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Probate Administration
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Banking offices will be closed in observance of Thanksgiving Day on: Thursday, November 26, 2009.

Probate Administration

As Executor of an estate, we manage every detail and:

  • Gather and value assets
  • Pay all final expenses and taxes
  • Provide an accounting record to the court
  • Distribute assets in accordance with the will

Valuation of an estate's assets is one of our key responsibilities. Our hands-on approach ensures a thorough on-site investigation and professional management. Working with technical valuation experts, we take great measures to provide the truest and best value for estate assets, including:

  • Real estate
  • Intellectual property
  • Fine art
  • Jewelry
  • Vintage collections

As Probate Agent, we act on behalf of the executor to fulfill their fiduciary obligations, while they retain the title of Executor.

Getting Started

To learn more, please contact us or visit us at one of our Private Client Services locations.

 

Learn More

Insights

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Several ways to avoid probate.
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Preparing an individual disaster plan.
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