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Estate Planning Basics & FAQs

For more information on Estate Planning Basics & FAQs, please contact Beth Horner, SVP, Trust Director

Basic Estate Planning Documents

While we do not practice law or draft legal documents, our years of experience in administering trusts and estates allows us a unique perspective into the ultimate effectiveness of the overall estate plans of our clients. It is important to understand the titling of your assets to determine how each will be processed when the time comes to administer your estate. We review the current documents you have in place to make sure the plan has been properly implemented to ensure your intentions are realized. If we spot any areas of concern, we will discuss them with you and recommend that you speak with your estate planning attorney to draft any revisions that you may request. 

LEARN MORE ABOUT BASIC ESTATE PLANNING DOCUMENTS

Frequently Asked Questions

Dealing with issues relating to trust or estate administration is not a skill that comes naturally, and you may find that many of the concepts and procedures are unfamiliar. We are happy to assist you in understanding the rules and legal requirements associated with creating and administering estate plans. We will always defer final decisions to you and your estate planning attorney, but if you have big-picture questions we will discuss the impact of your options on your family and loved ones.

FAQs

Disclosures

We do not practice law, draft legal documents or provide legal advice. Acting as an unbiased third party, we will interpret legal documents and apply relevant Trust law to follow your intent and properly and efficiently execute your trust and estate plan.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency