Estate Settlement Services

As Executor of your estate assets, we:

  • Arrange for the probate of your Will

  • Locate, inventory, value and protect your estate assets

  • Manage and invest those assets during the period of estate administration

  • Pay your estate’s expenses

  • Collect any debts owed to you

  • Keep accurate records of all estate transactions

  • Prepare required state and federal tax returns

  • Distribute estate assets to your heirs as you have requested in your Will or Revocable Trust

Ready to get started?

A dedicated trust officer will be assigned to all accounts for which Valley serves as trustee or co-trustee.