Many people are unfamiliar with the duties and responsibilities of acting as an executor or trustee. As your agent, we can help you fulfill your responsibilities as Executor or Trustee. Services include:
Investment Management
Record Keeping
Tax Planning and return preparation
Accounting and reporting
Distributions in according to Trust Agreement Directives or the provisions of the Will
A dedicated trust officer will be assigned to all accounts for which Valley serves as trustee or co-trustee.