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Estate Settlement

We can help ease the burden of settling a loved one’s estate.

Estate Settlement

Estate settlement is one of the most important services that we provide for families at a time when a family may be least able to deal with business and financial matters.

  • Promptly securing real and personal property
  • Working closely the estate's attorney and accountant to file court documents and tax returns
  • Locating and preparing an inventory of assets
  • Arranging appraisals and estate sales
  • Paying funeral expenses, outstanding bills, and expenses of administering the estate
  • Collecting all debts owed to the decedent
  • Liquidating, transferring or continuing the preservation of income-producing real estate and business interests during estate administration
  • Special handling of collectibles and antiques
  • Making distributions and providing for the needs of the survivors in accordance with the provisions of the decedent’s will

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


Have a question? We are happy to help.

(210) 283-6700 (800) 531-7650
Broadway Bank. We're here for good.