Private Bank Solutions Estate Settlement
Estate settlement—the process of distributing an individual’s assets according to their provisions and state laws—can be time consuming and challenging, particularly in light of the emotional circumstances surrounding the responsibility.
Fifth Third Private Bank is focused on creating greater clarity around the challenges of estate settlement planning
Despite the name, estate settlement doesn’t begin at time of death. A well-executed plan can facilitate this wealth transfer process, create transparency and certainty around the legacy you desire, and potentially avoid unintended consequences associated with individual wealth transition.
As Fifth Third Private Bank develops the appropriate estate settlement recommendation for you, we will focus on:
- Your estate plan and will
- Organization of your documents
- Charitable legacy considerations
- Tax consequences
- Issues and considerations surrounding executorship
Additionally, our Life360 technology platform makes it easy for you to store, share, and update critical estate settlement documents, from your estate plan to photos of precious items.
Learn more about our Life360 process