In matters of estate services, experience is essential. Whether it is a standard will, beneficiary designation or property ownership issue, our Wealth Management advisors will work with your legal counsel to administer your estate – handling probate, tax distributions, record keeping and other administrative duties.

For those who have been named as an executor, and are unable or unwilling to serve in this challenging and time-consuming role, our Agent for Executor Service is an effective solution.

Our experienced and professional advisors can tailor a plan to meet your specific requirements.