We’ll manage the estate - you enjoy life.
- Maintain Proper Records
- Report to Probate Court
- Distribute Assets
- Efficiently settle your estate.
- Maintain family harmony by having an independent fiduciary settle the estate.
- Follow the instructions of your will.
- Make proper distributions.
- Collect assets, maintain records, pay expenses, report to probate court, and file taxes.
- Protect family members by making final business and property decisions.
- Communicate with the beneficiaries regarding the administration.
Wealth services are offered through Isabella Bank. Most wealth products are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risk including possible loss of the principal amount invested. Isabella Bank and its representative do not offer legal or tax advice. Please consult an independent tax advisor or attorney for more information.