Estate Services

The estate settlement process can be very complicated, time consuming, and costly to your heirs or beneficiaries if not executed properly. Selecting someone to settle your estate is one of the most important decisions you will ever make. The estate representative will be responsible for carrying out the terms of your will and settling your estate.


  • Personal attention from a dedicated trust administrator
  • Peace of mind knowing you have a trusted advisor to assist you and your family with your financial and estate planning
  • Ongoing professional management of your assets during the estate settlement process
  • Specialized estate knowledge helps reduce estate transfer costs and settlement delays
  • Independent and objective representative to handle all facets of the estate settlement
  • Minimized federal estate tax liability
  • Relieves family from administrative burdens
  • Disposition of assets according to your wishes
  • Skilled investment management to handle all your assets from stocks and bonds to mineral rights and limited partnerships


  • Probate Will
  • Assemble and inventory the estate assets
  • Protect and preserve assets of the estate
  • Appraise and value the property of the deceased
  • Supply professional investment management of assets during estate settlement process
  • Determine and settle all debts and credible claims against the estate
  • Determine and pay any taxes owed
  • Consult with the family regarding the status of estate
  • Prepare final accounting of estate
  • Distribute assets according to terms of your will
  • Set up trusts created under your will