Services for Estate Executors

Agent for Executor

Our Agent for Executor service is a flexible solution that can be tailored to meet your needs. If the estate is large and complex, for example, you may want complete settlement and administration assistance. Or, if the estate is smaller, you might need support only for certain tasks that you're not comfortable taking on.

If you feel you need help with every aspect of settling and administering the estate, we can provide assistance with almost all of the executor's tasks, including communicating with the beneficiaries, selling real estate, distributing the assets and filing tax returns. You and the beneficiaries will be kept well-informed throughout the estate settlement process.

Or, you can choose which tasks you need help with, such as applying for death benefits, collecting insurance proceeds, valuing the assets or filing tax returns.

Executor Checklist Use our checklist of executor tasks to determine where you might need help. Executor's Checklist

Regardless of how many tasks we help you with, you'll receive attentive, reliable expertise to help you carry out your executor duties. In all cases, you retain final decision-making authority.

Meet with one of our estate and trust professionals today to discuss our Agent for Executor service, assess the tasks and responsibilities you face and find the support you need.