Sabal Trust Company - Back to Home


Personal Services

Inside this section:

Investment Management
Trust Services
Estate Settlement Services

| Estate Settlement Services |

The role of the Personal Representative (PR) is to assume the complex and often time-consuming tasks involved in settling your estate. The PR must make crucial decisions during an emotional time and for this reason, many turn to Sabal Trust Company to serve as their PR. We provide objective guidance to relieve your family of the responsibility of estate administration. We expertly handle the financial affairs 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 as necessary
  • Working with your existing advisors
  • Distributions
  • Review of investment portfolio
  • Settling of tax matters

  • Copyright © 2007 Sabal Trust Company. All Rights Reserved