EXECUTOR

Your Benefits

Settling an estate can be complex and require a great level of commitment. It is a role that should neither be assigned nor accepted without significant consideration. It is often wise to rely on an experienced executor who can work to minimize taxes, accurately distribute assets, and handle investment and management of assets to maintain value in an estate. Keeping accurate records during the estate process is an extremely important aspect of the service we offer our clients. As your professional executor, First Bankers Trust Services can be relied upon to carry out the provisions of your will and settle your estate in a timely and economical manner.

Your Options

First Bankers Trust Services can be named as the executor of your will to administer and settle your estate.

Our Services

Numerous functions must be completed when serving as an executor. First Bankers Trust Services can handle all of them. Our services include, but are not limited to:

• Collecting and handling the transfer of assets

• Handling appraisals and safeguarding of real estate, jewelry, and other diverse assets

• Obtaining proceeds of life insurance policies and investigating all other benefits owed

• Preparing detailed inventory of all assets of the estate

• Making sure debts, taxes, and other expenses are settled

• Fulfilling legal obligations pertinent to the will and the estate

• Analyzing complex tax related matters

• Ensuring beneficiaries are notified and informed of their interests

• Distributing assets after the settlement of the estate

First Bankers Trust Services will execute your wishes, and handle complicated administrative, tax, and legal matters so proper distribution of your assets can be made.