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Private Bank Estate Settlement

Our executors offer impartial estate settlement, helping to alleviate stress for your family and ensure an efficient probate process.

At a time that may be emotionally difficult for your family, your Fifth Third Private Bank team can help your family feel comfortable that your estate will be settled professionally and efficiently.

As an experienced executor, Fifth Third Private Bank can take care of all the necessary tasks, helping your family to avoid errors and delays during estate settlement:

• Coordinate the estate settlement process
• Make sure your will is filed with the courts
• Coordinate the payment of your final debts
• File your estate tax return and arrange for estate distribution in accordance with your will and any trusts you may have established.
• Provide access to appraisers, auctioneers and additional resources as needed

We also work closely with your attorney to make sure your estate is settled according to your wishes.

Fifth Third Private Bank can help manage assets through complicated probate processes. Our estate settlement specialists can navigate the probate process and help ease the burden for your family.

Fifth Third Private Bank can manage probate administration for assets that have to go through the process.

Assets that will not typically have to go through probate include trusts you have established and jointly owned assets, such as bank accounts, that will pass directly to a joint owner if applicable.

Other assets typically not subject to probate include insurance policies, Keogh plans, 401(k)s, or IRAs for which you have named a beneficiary.

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