Estate Planning and Administration

Your Plan

You will have peace of mind that your estate will be handled as you wish and that your beneficiaries will be cared for. We will work with your attorney, accountant and other advisors to be sure that all legal and tax concerns have been addressed.

Springs Valley Bank can serve as the Executor (Personal Representative) of your estate and transfer your wealth in an efficient manner.  We will meet with beneficiaries to ensure they know the steps in the estate settlement process and be available to answer any questions they may have.

Estate settlement

When appointed as Executor (Personal Representative) of your estate, we will manage every aspect of the estate settlement and serve as a neutral third party in handling any disputes. We will meet with your beneficiaries to ensure they know the steps in the estate settlement process and be available to answer any questions they may have.

• Working with the estate’s attorney to file all necessary court documents throughout the administration process
• Efficient collection, valuation, and distribution of assets
• Determining the most advantageous tax solutions
• Monitoring and paying expenses
• Professional asset management
• Working with the estate’s accountant to prepare necessary tax returns including estate, inheritance and income tax returns

Trust and Investment products are not deposits

• not insured by the FDIC;
• not a deposit or other obligation of, or guaranteed by, the depository institution;
• may lose value - subject to investment risks, including possible loss of the principal amount invested.