Estate Administration
An Estate is the final process of distributing your assets to your beneficiaries. This is accomplished through your appointed Personal Representative.
As Personal Representative, we will work with an attorney to collect and value assets, pay any debts and expenses, prepare tax returns, and distribute property according to the instructions specified in your will. During this time, we keep the beneficiaries informed on a regular basis.
By naming Waukesha State Bank as Personal Representative, you can be assured that an experienced team of advisors will be taking your estate through the probate process.Enjoy Life… Leave the details to us!
Call (262) 522-7400 to talk with a Wealth Management Representative today!
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Not FDIC Insured |
Not Guaranteed By The Bank |
Not A Deposit |
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May Go Down In Value |
Not Insured By Any Federal Government Agency |
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