Estate Management

Estate Management

An important part of your estate plan is selecting a representative to settle your affairs according to your intentions. We can take on all of the responsibilities, including:

  • Locating, protecting and valuing assets
  • Paying debts and expenses
  • Tax planning, including arranging for the preparation of the estate tax return
  • Distributing property according to your wishes

As your Executor, we ensure that your instructions will be scrupulously carried out and your beneficiaries will receive committed, personal attention throughout the administration of your estate.

Our dedicated staff will manage cash and securities, including any business, real estate or other special investments. We are even prepared to help beneficiaries revise their own financial plans once the assets have been distributed.

Above all, family members can count on us to listen carefully, explain complicated settlement procedures and be present every step of the way as special arrangements are made and carried out.

We can also, as your agent, assist you with the settlement of another person's estate. As Executor, you retain the decision-making responsibilities but we will perform most of the administrative and asset management tasks.

For more information please call (937) 283-3058 or 1-800-837-3011.

Insurance and investment products are not a deposit, not FDIC insured, not guaranteed by National Bank and Trust, not insured by any Federal Government Agency, May Lose Value.