Assist with the probate of your will
Locate, inventory, value and protect your estate assets
Secure & Preserve the assets during the period of administration
Pay your estate’s expenses
Collect any debts owed to you
Keep accurate records of all estate transactions
Arrange for the preparation and filing of all the required returns including income tax, inheritance and estate taxes
Distribute estate assets to your heirs as you have requested in your Will or Revocable Trust
A dedicated trust officer will be assigned to all accounts for which Valley serves as trustee or co-trustee.