INVESTMENT PRODUCTS
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE
Copyright © 2005
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Estate Settlement Services
At a time when families are least able to deal with business and financial matters, Broadway, acting as executor or co-executor with a family member, steps in to ease the burden and handle the business of settling a loved-one’s estate. We inventory personal property, arrange for appraisals and estate sales, coordinate the preparation of the inventory, and work closely with the attorney and accountant to file court documents and tax returns. We follow the directions of the will to make distributions to the heirs and provide for the needs of the survivors. Serving as co-executor allows the trusted family member or friend to maintain control and involvement without having to do all of the detailed technical work—often this is a much better result for the family compared to a family member serving alone. When a family member is named executor, many times they are not prepared to fulfill the responsibility alone. In these cases, we offer our estate settlement services as agent for the executor to accomplish many of the same benefits for the family—tailored to their needs at the time.
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Areas of Specialty:
• Partnering with family members, attorneys and CPAs to handle the business of estate administration effectively
• Prepare and coordinate inventory and appraisal of personal property
• Special handling of collectibles and antiques
• Liquidation of all property not retained by heirs
• Real estate and mineral management/liquidation or transfer
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The Private Bank at Broadway offers a full complement of services tailored to the needs of our clients.
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Local integrated team
Dedicated relationship managers
Wealth advisory services
Customized lending solutions
Active portfolio management
Full-service brokerage services
Trust and estate planning services
Real Estate and Mineral Management
Estate Settlement Services
Timing is everything!
Click to see chart
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Private Client Services (210) 283-4000
Wealth Management
(210) 283-6700 |
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