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Get an experienced trust officer’s perspective on Estate Planning and Asset Management. Attend a free seminar.

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Caring for Your Estate

MANAGE YOUR ASSETS IN PERPETUITY. 

Preserve your assets for the benefit of your heirs. Our trust professionals can guide you through the steps for securing your present and your future.

Englewood Bank & Trust's trust and investment professionals will help you answer important questions such as

  • Who will inherit your assets?
  • How can you minimize estate taxes?
  • Who will care for you in the event that you become incapacitated?

Our trust and investment experts will help you meet your financial objectives by identifying investment, tax, and estate planning opportunities suitable to you. 

Estate Administration Services include:

  • A professional, impartial personal representative for your estate
  • Interim safekeeping of estate assets; collecting and protecting your assets pending settlement
  • Managing the probate process
  • Identifying any creditors; validating and paying claims
  • Providing detailed monthly statements to your beneficiaries
  • Beneficiary payment and acknowledgment

See How We Help Review Estate Plans

Englewood Bank & Trust Business Development Officer Kerry Hunter introduction to Estate Plan Reviews

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Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
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