Settling an Estate PC1409-Digital

ESTATE PLANNING

TRUST ADMINISTRATION

Settling an Estate

Settling an estate can be a time-consuming and technical process. Navigating the legal, tax, and property considerations involved can prove a particularly daunting challenge. That’s why our clients have chosen Commerce Trust Company as their trustee and estate administrator. We’re here to provide guidance and continuity to family members and loved ones during this difficult time. OUR RESPONSIBILITIES In our role as trustee and personal representative/executor of the estate, Commerce Trust will undertake certain duties on behalf of the beneficiaries. Depending on the capacity in which we are serving, we will: 1. Collect and create an inventory of all trust and estate assets. This may include bank accounts, stocks, bonds, certificates of deposit, real estate, and personal property. 2. Change the mailing address of the deceased so that Commerce Trust can collect all mail.

Wealth | Investments | Planning Commerce Trust Company

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