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.
Your choice of executor should have extensive investment knowledge, a thorough understanding of tax and legal issues, indisputable integrity, and objectivity in dealing with multiple beneficiaries. Your choice of executor can only be designated in your will. If you neglect to select one, the courts will appoint one for you. American National Bank & Trust accepts appointments as Executor, Co-Executor or Agent for the Executor.
- As Executor, American National Bank & Trust will handle the many tasks necessary to administer your estate, protect your assets, and distribute them according to your instructions.
- As Co-Executor, American National Bank & Trust handles the technical day-to-day responsibilities of administration of your estate while your co-executor, such as a spouse or trusted individual, plays a vital role in developing the estate settlement strategy.
- As Agent for an individual executor, American National Bank & Trust will perform any technical estate functions that the individual executor may require.
We invite you to meet with one of our trust administrators to discuss your estate planning options. Our experienced staff can provide valuable information and suggestions to help you in determining the most beneficial manner in which to distribute your estate.