Estate Administration

Estate Administration is an arrangement by which the bank serves as the sole executor or as the co-executor for an estate. UB Trust Division employs professionals to handle all the legal, tax and investment-related issues of the estate in accordance with the wishes and desires stated in the will.

Benefits of this service include:

  • Peace of mind knowing that all requests will be performed properly and prudently according to the will.
  • Confidence that the last requests of the deceased will be carried out in an impartial manner by professionals.
  • A sense of security knowing that the estate's assets will be handled prudently and that all tax-related concerns will be appropriately addressed.
  • Money saved on estate taxes so more of the estate will pass to the heirs.

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Products and services offered through the Trust Division of Union Bank & Trust are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.