By: Alyssa J. Chance, J.D., Vice President & Personal Trust Officer
When a loved one passes away there are many financial matters that must be addressed. From notifying creditors and beneficiaries, inventorying (and sometimes selling) assets, distributing personal property, claiming life insurance proceeds, and following through with final distributions and completion of necessary tax returns… there are a lot of moving parts!
As professional fiduciaries, the Wealth Management Team at State Bank is able to serve as both Personal Representative and Successor Trustee. Our team of experts efficiently carries out the post-death administration process and works together with families to involve them as much or as little as they want. The passing of a loved one is a difficult time. We’re here to make it a little easier. Should you have questions or want to know more, please feel welcome to contact me directly at (608) 826-3503 or firstname.lastname@example.org.