Whether your estate passes to your heirs by Will under probate, or passes to your designated beneficiaries by means of a Revocable Trust and avoids the probate process, certain administrative tasks are unavoidable. First Business Trust & Investments is available to do the “heavy lifting” of asset consolidation, accounting, determination of cost basis of estate assets, fiduciary tax returns, estate tax returns (if applicable), payment of debts of the decedent, inventory preparation, beneficiary distributions, and other estate-related duties. Please see the attached for additional information about our estate settlement services.
Please advise your attorney if you wish to name us in your estate planning documents either as a personal representative or a successor trustee. If a trust continues in existence after the settlement of the estate, First Business as the successor trustee could continue to serve until the trust reached its terms.Our full legal name for the purpose of naming us in your Will or Trust is: First Business Trust & Investments, a division of First Business Bank.
Stay on top of your game with First Business resources tailored to your business needs.
The FBIZ Advantage is a resource center geared to help you with all your business needs.