Our experienced Trust professionals can act as Executor/Personal Representative of estates. We will work closely with the heirs/beneficiaries in the settlement of your estate.

Estate administration involves responsibility for:

  • Gathering assets of the decedent
  • Payment of final debts and expenses
  • Tax filings
  • Court filings and reporting
  • Accounting to the beneficiaries
  • Distribution of assets per the terms of the Last Will & Testament
  • Closing the Estate file with the court

UB&T can help answer questions you may have with regards to creating an estate plan. A good estate plan not only provides precise guidance for the future; it gives you and your family peace of mind today. Let’s start with a personal, confidential conversation!

Investment products are:
Not FDIC Insured – No Bank Guarantee – May Lose Value
Not all investment products are FDIC insured; Non-Deposit Investment Products (NDIPs) are not a deposit or other obligations of, or-guaranteed by, Union Bank & Trust Company; Non-Deposit Investment Products (NDIPs) are subject to investment risk, including possible loss of principal amount invested. e. Investment and insurance products are not deposits, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank and may lose value.