Selecting An Executor
In a financial sense, the executor named in your will is your successor who must take the helm to settle your estate. Estate settlement is a complex process requiring tax, investment, real estate, and estate planning experience. It is critical that you select an executor that is prepared to perform these duties.
Your Executor is responsible for the following:
- The Will
- Safeguarding and Assembling Assets
- Asset Appraisal
- Income Taxes
- Gift Taxes
- Distribution of Estate
- Reporting and Accounting
- … And more!
Now, consider the advantages of having a Corporate Trustee. With years of experience, First Commonwealth Advisors settles estates in a professional and timely manner. We understand the Executor’s broad responsibilities and are well qualified to carry them out.
- Constant Availability
- Financial Responsibility
- Group Judgment
Our Executor services can help protect your estate and save your beneficiaries time and worry. To learn more about how we can help with your estate settlement, contact us or call 1-800-459-3282
First Commonwealth Advisors is a registered trademark used to market various wealth management products and services. Investment management, trust and fiduciary services are provided by First Commonwealth Bank. Certain insurance products are offered through First Commonwealth Insurance Agency, a licensed insurance affiliate. Securities, insurance products and advisory services are offered through Essex National Securities LLC, member FINRA/SIPC and an SEC registered investment advisor. Essex is not affiliated with First Commonwealth Bank.