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
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Infinex and First Commonwealth Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.