Estate Settlement

A personal representative assumes complex and detailed responsibilities during a difficult period. Crucial decisions need to be made during an often-emotional time, and for this reason, our clients often turn to Sabal Trust Company for that personal relationship. We can provide objective guidance to relieve your family of the responsibility of estate administration, as well as expertly handle the financial management of the estate, including:

• Paying bills and claims against the estate
• Marshalling and safeguarding of assets (in or out of state)
• Sale of real estate and other assets
• Working with your existing advisors
• Estate distributions as directed
• Review of investment portfolio
• Settling of tax matters