Estate Settlement

Let us provide you with peace of mind.

Estate settlement can be time-consuming and complex.  Our team of experience professionals works diligently to ensure estates are settled in a timely manner, while maximizing the results for your estate beneficiaries.

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Like other aspects of managing your assets, naming an executor for your estate is an essential part of your financial plan.  Is your executor local?  Are they capable of managing the time demands of estate settlement?  Are they familiar the procedural requirements?  NWSB Bank can answer yes to all of these questions.

As Executor, we’ll take care of numerous duties, some of which include the following: probate proceedings; assembling of assets; appraisals of assets; financial responsibility; flexibility and availability; claim payments; taxes and discount dates; record keeping; court reporting and accounting; and, distribution of assets.

We’ll work closely with you and any advisors you may have to ensure a smooth and complete planning process.

Our professionals are committed to ensuring your estate is settled in a timely manner.

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Complete the Wealth Management Contact Form to get started right away.

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Our friendly knowledgeable office staff can take your application at an office convenient to you.

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Disclosures:

Securities and Insurance Products are:  NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT ENTITY