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If you have a sizeable estate, you owe it to your heirs and yourself to give careful thought to the choice of an executor. Settling a large estate can be both complex and time-consuming for a novice executor, and these complexities are often magnified by emotional factors, since the estate settlement process begins very soon after your death. United can serve as executor of your estate, settling your affairs as quickly as possible while minimizing tax costs. We stay current with changing tax laws -- this knowledge can translate into substantial savings for your estate and your beneficiaries.

In addition, we provide asset management, valuation and professional recordkeeping services to ensure accurate accounting to beneficiaries and the probate court. Of course, we will work closely with beneficiaries and their attorneys to ensure continuity of approach throughout the administration period.

We are equally experienced in serving as agent or personal representative to provide assistance and guidance to a family member or other individual you name as executor.



Not FDIC Insured May Lose Value Not Bank Guaranteed


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