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