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Serving as
the Executor or Personal
Representative of a deceased person's
estate can be a complex and overwhelming
task, no matter how knowledgeable you
may be in Estate Tax, Administration,
and Investment Management fields. First
Citizens Bank has expertise in Estate
Administration and can aid in performing
this cumbersome task.
Just a few
of the benefits of choosing us to serve
are as follows:
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A) |
Collect and protect the
Estate assets. |
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B) |
Collect all income and make
payments and distributions
as directed. |
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C) |
Assist in valuing assets for
estate tax purposes. |
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D) |
Review the investment
portfolio and make
recommendations according to
the specific objectives of
the Estate. |
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E) |
Offer significant commission
savings on any necessary or
expedient security trades. |
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F) |
Provide a record-keeping and
reporting function to allow
for a full accounting of
transactions. |
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G) |
Make arrangements for any
assets to be probated. |
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H) |
Make arrangements for tax
preparation and filing. |
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