Estate Settlement
Personal Representative services include the tasks involved in settling your estate. The role of the Personal Representative (PR) is multi-faceted and often time-consuming. The PR must make crucial decisions during an emotional time, and for this reason may turn with confidence to Sabal Trust.
Sabal Trust is also one of the few corporate trustees with experience settling estates with closely held businesses, commercial real estate, and other unique assets.
As Personal Representative, Sabal Trust is responsible for handling the administration of your estate including:
- Paying bills and claims against the estate
- Marshalling and safeguarding of assets
- Selling real estate and other assets as necessary
- Transition of closely held businesses
- Working with your existing legal and tax advisors
- Distributions
- Reviewing the investment portfolio
- Settling of tax matters
