| 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