Trusted Advisory in Estate Settlement from Broadway Bank
Broadway Bank works with you to provide guidance and experience in the settlement of a loved one’s estate. Our team of professionals in the Texas Hill Country acts as either executor or co-executor helping to ensure the quick and efficient handling of small estates, and the desired continuity for large, complex estates. At Broadway Bank in the Hill Country, we provide an objective approach that helps us weigh the needs of all beneficiaries while working through any disagreements that may arise. And because we have no financial interest in the estates, conflict of interest issues are eliminated. In the event a family member is named as executor, we step in to act as a trusted advisor for the family and the estate.
Our Estate Settlement services include:
Ongoing coordination of attorneys and accountants to ensure timely court document filing and tax returns • Personal property inventory, appraisal administration and estate sales • Payment administration for funeral expenses, outstanding bills and other costs as they relate to the estate • Oversight of liquidation, transfer and continuity needs for income-producing real estate and business interests • Debt collection for amounts owed to the decedent • Careful handling of antiques and collectibles • Distribution to survivors according to the decedent’s will
Estate Settlement: Turn to Broadway Bank for Experience, Care and Dignity
Please contact us at 800.531.7650 to schedule a review of your Estate Settlement needs.