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Estate Settlement

Help complete a life well-lived.

During life’s journey, there comes a time to stop and grieve. Proper handling of estate settlement is a delicate process, but one that ensures loved ones can stay focused on the path to healing, and not the business of handling an estate.

Making a plan removes the stress and strain from your family during a difficult time. As your executor Broadway Bank will:

  • Promptly secure real and personal property
  • Work closely with attorneys and accountants to file court documents and tax returns
  • Act fairly and impartially at all times with beneficiaries
  • Locate and prepare an inventory of assets
  • Arrange appraisals and estate sales
  • Pay funeral expenses, outstanding bills and estate expenses
  • Collect debts owed to the decedent
  • Liquidate, transfer or preserve income-producing assets
  • Make distributions according to your plan and provide for the needs of your survivors

(210)283-6700 Local (844)200-0758 Toll Free

*Insight Digital and Insight Advisor are offered through Broadway Wealth Solutions, Inc., a Registered Investment Advisor wholly owned but separate from Broadway National Bank. For further information, please contact us for a copy of our disclosure documents, including Form ADV Part 2A and supplemental materials.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • MAY LOSE VALUE