Support and guidance when managing estate responsibilities matters most

Estate settlement often involves important financial and legal responsibilities during an already difficult time. Estate services provide structure, communication, and experienced guidance throughout the settlement process.

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When Estate Services May Be Helpful

• Serving as executor or personal representative of an estate 
• Unsure where to begin with the estate settlement process 
• Looking for help managing responsibilities accurately and on time 
• Wanting a neutral fiduciary to help reduce stress for family members

Built Around the Settlement Process

State Bank & Trust Co. may serve as executor or personal representative of an estate. This role may include carrying out the terms of a will, managing estate responsibilities, and helping ensure the process is handled carefully and fairly.

Having a neutral party involved can help ease the burden on family members while providing consistency and guidance throughout the settlement process.

What Working with SBT Looks Like

Estate services may include assistance with:

• Administering the estate according to legal and court requirements 
• Managing assets and financial responsibilities during settlement 
• Coordinating with attorneys, accountants, and other professionals 
• Providing clear communication and organized records throughout the process

A conversation with our team can help answer questions and guide you through the next steps with clarity and care.

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Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by State Bank & Trust Co., and may be subject to investment risk, including possible loss of the principal amount invested.