PERSONAL / Estate Settlement

Estate Settlement

Financial Planning

Investment Management

Trust Services

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PERSONAL / Estate Settlement

country club trust

Country Club Trust Company can serve as:

  • Personal Representative (Executor or Administrator) of an estate of a decedent
  • Successor Trustee with the principal responsibility to distribute assets at death
  • Agent to an individual who is named as a Personal Representative or Successor Trustee

In estate settlement, the Trust Company handles all matters related to the legal requirement of marshalling together and ultimately distributing assets when a client dies. This includes (but is not limited to):

  • Payment of bills
  • Filing final income tax returns and estate tax returns (if applicable)
  • Administering the estate through the probate process if necessary
  • Safeguarding assets
  • Supervising estate sales
  • Selling real estate
  • Liquidating assets

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Trust and Investment Services:

  • Are not insured by the FDIC or any other federal government agency
  • Are not deposits of, nor guaranteed by Country Club Bank, Country Club Trust Company or any of its affiliates.
  • May lose value.

Country Club Trust Company (CCTC) is a division of Country Club Bank. CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

Country Club Bank is an Equal Opportunity Employer