Agent for Executor or Trustee

Assisting your family with the estate settlement process

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

Ready to get started?

A dedicated trust officer will be assigned to all accounts for which Valley serves as trustee or co-trustee.