Assistance with Estate Settlement – Kerrville, TX

Estate Settlement from Trusted Advisors

When you work with Broadway Bank to settle a loved one’s estate, our team of professionals fills the role of executor or co-executor to ensure quick and efficient handling of small estates – and continuity for large, complex estates. Because we have no financial interest in the estates, conflict of interest issues are eliminated. At Broadway Bank in Kerrville, our objective approach helps us to weigh the needs of all beneficiaries while working through any disagreements that may arise. And in the event a family member is named as executor, we step in to act as a trusted advisor for the family and the estate. Our Estate Settlement services include:

• Ongoing coordination of attorneys and accountants to ensure timely court document filing and tax returns
• Personal property inventory, appraisal administration and estate sales
• Payment administration for funeral expenses, outstanding bills and other costs as they relate to the estate
• Oversight of liquidation, transfer and continuity needs for income-producing real estate and business interests
• Debt collection for amounts owed to the decedent
• Careful handling of antiques and collectibles
• Distribution to survivors according to the decedent’s will

Broadway Bank Delivers Experience, Care and Dignity for Estate Settlement

Please contact us at 800.531.7650 to schedule a review of your Estate Settlement needs.