Estate Settlement
We are here to provide trusted guidance when you need it most.
Carrying out a loved one's wishes can be a complex and challenging process for families while they grieve. Broadway Wealth Management will work with you to ensure that your estate plan is executed properly and your final wishes are fulfilled. Whether you need us to act as an executor, trustee, or agent, you can remain confident that our advisors will always act in a trustworthy and honest manner on your behalf—it's our fiduciary responsibility.
A life well-lived
Our highly credentialed team of professionals will focus its efforts on ensuring that your plans are carried out properly. We provide guidance and recommendations to ensure the administration of your estate is done efficiently. Our experts will apply their diverse experience in guiding the management of any unique assets in your estate, such as rural land, oil and gas rights, personal property, or intellectual property.
Contact Us Today
Make a plan
Managing the estate of a family member can be stressful and place strain on your family during a difficult time. As your executor, Broadway Wealth Management will assist your family whether your assets are in Texas, another state or country by:
- Promptly securing real and personal property
- Working closely with attorneys and accountants to file court documents and tax returns
- Acting fairly and impartially at all times with beneficiaries
- Locating and preparing an inventory of assets
- Arranging appraisals and estate sales
- Paying funeral expenses, outstanding bills and estate expenses
- Collecting debts owed to the estate
- Liquidating, transferring or preserving income-producing assets
- Making distributions according to your plan
Our Fiduciary Commitment
Our advisors are held accountable to the highest standards because we believe it’s the right thing to do. We will always put your interests ahead of our own and are transparent with our fee-only services. As an independently owned organization, we remain committed to providing our clients with sound guidance, never selling an investment product just to earn a profit.
A Banking Experience Unique as You.
Our Private Banking team is ready to collaborate with you
Broadway Bank's Private Banking team provides concierge services specifically curated for clients who need a dedicated banker to assist them with personal and business financial needs.
Learn More
Private Banking Secured Revolving Line of Credit
The low-rate Secured Revolving Line of Credit is available exclusively for Broadway Bank Private Banking clients who would like to use their wealth management assets as collateral.
Learn MoreBroadway Wealth Management:
Broadway Bank Wealth Management 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.
Investments and Insurance Products are: