Estate settlement, probate settlement

Settling Your Estate

When you choose SunTrust to be executor of your will, you can take comfort in knowing that your wishes will be handled with compassion and expertise.

As executor, the first thing SunTrust will do upon your death is to make sure your will is officially filed with the probate court. We may also oversee additional key estate settlement tasks.

  • Insurance: We submit insurance and other benefits claims as needed, and we protect and insure any valuable assets in your estate.
  • Assets: We appraise and manage all estate assets, maintaining detailed inventories and financial records. We also distribute the estate’s assets as specified in your will, supervise the operation of any business assets and make recommendations for raising capital.
  • Debts: We notify creditors of your death and settle all outstanding debts, bills and expenses. We also analyze and supply payments for any claims and collect any debts owed to the estate.
  • Taxes: We settle any outstanding taxes as well as file state and federal income tax and estate tax returns.
Disclaimers

SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. While SunTrust can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, SunTrust’s services or advice relating to “estate planning” or “wealth transfer planning” are limited to (i) financial planning, multigenerational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client’s legal and tax advisors in the implementation of an estate plan.

Contact Us

To speak with a Private Wealth Management advisor:

  • 866.495.5416

Securities, Investment and Insurance Products and Services:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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