Experienced estate executors can alleviate the stress that comes with settling an estate by settling it impartially.

Our Fifth Third Private Bank team can help your family feel comfortable that your estate will be settled professionally and efficiently. At a time that may be emotionally difficult for your family, Fifth Third can help by settling your estate impartially.

As an experienced executor, Fifth Third Private Bank can take care of all the necessary tasks, helping your family to avoid errors and delays in settling your estate:

  • Coordinate the estate settlement process
  • Make sure your will is filed with the courts
  • Coordinate the payment of your final debts
  • File your estate tax return and arrange for estate distribution in accordance with your will and any trusts you may have established.
  • Provide access to appraisers, auctioneers and additional resources as needed

We also work closely with your attorney to make sure your estate is settled according to your wishes.

Managing assets through probate can be complicated. Our trust specialists can navigate the process and help ease the burden for your family.

Fifth Third Private Bank can manage probate for your assets that have to go through the process.

Assets that will not typically have to go through probate include trusts you have established and jointly owned assets, such as bank accounts, that will pass directly to a joint owner if applicable.

Other assets typically not subject to probate include insurance policies, Keogh plans, 401(k)s, or IRAs for which you have named a beneficiary.

 Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Fifth Third Private Bank is a division of Fifth Third Bank offering banking, investment and insurance products and services. Fifth Third Bancorp provides access to investments and investment services through various subsidiaries, including Fifth Third Securities. Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a registered broker-dealer and registered investment advisor. Registration does not imply a certain level of skill or training.

Investments, investment services and insurance:
Are Not FDIC Insured Offer No Bank Guarantee May Lose Value
Are Not Insured by any Federal Government Agency Are Not a Deposit

Insurance products made available through Fifth Third Insurance Agency, Inc.