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Estate Settlement Services

Executing your wishes, as directed in your estate plan, is a complex process that may require extensive probate administration, management of your assets, and disbursements to your beneficiaries. With The Private Bank as your executor, successor trustee, or co-trustee, you are assured of the experience required to settle your estate efficiently, professionally, and impartially.

Our team of estate settlement specialists brings objectivity to settling your estate as planned. We offer a wide variety of specialized services, including:
  • Safeguarding and marshaling assets
  • Handling complex administrative and accounting requirements
  • Preparing and filing tax returns
  • Distributing assets when, how, and to whom you specify
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