Private Bank Estate Settlement
Our executors offer impartial estate settlement, helping to alleviate stress for your family and ensure an efficient probate process.
At a time that may be emotionally difficult for your family, your Fifth Third Private Bank team can help your family feel comfortable that your estate will be settled professionally and efficiently.
As an experienced executor, Fifth Third Private Bank can take care of all the necessary tasks, helping your family to avoid errors and delays during estate settlement:
- 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.
Fifth Third Private Bank can help manage assets through complicated probate processes. Our estate settlement specialists can navigate the probate process and help ease the burden for your family.
Fifth Third Private Bank can manage probate administration for 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.
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.
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.
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Insurance products made available through Fifth Third Insurance Agency, Inc.