Estate Settlement Services

Ensure that your instructions will be scrupulously followed and your beneficiaries will receive committed personal attention.

An important part of your estate plan is selecting a representative to settle your estate according to your intentions. Citizens Bank & Trust can take on all of the responsibilities, including:

• Locating, protecting and valuing assets
• Paying debts and expenses
• Tax planning, including preparing the estate tax return
• Distributing property according to your wishes

Our dedicated staff will manage cash and securities, including any business, real estate, or other special investments. We are even prepared to help beneficiaries revise their own financial plans once the assets have been distributed.

The Citizens Bank & Trust Difference

Citizens Bank & Trust administrators, investment management experts and tax specialists have built a reputation for accurate, efficient estate settlement. Our technical abilities are equaled only by the ongoing personal attention and concern we bring to each estate under our care.

Above all, family members can count on us to listen carefully, to explain complicated settlement procedures, and to be present every step of the way as special arrangements are made and carried out.