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The process of settling a trust or estate can be difficult, time consuming and a daunting task for most, especially during a period of great personal loss. Quite often, a family member or friend are named as executor or trustee and have no understanding of the duties and legal responsibilities. At Marquette, we offer the advantages of experience, knowledge of tax law, investment expertise and trust administration expertise. Unlike an individual executor or trustee, we will never move away or have personal demands that conflict with fulfilling our responsibilities.
Marquette can step in as the executor or successor trustee and fulfill all of the duties and legal responsibilities of the executor or successor trustee, relieving the individual of all responsibility and liability. We can also act as agent for the trustee or executor providing all or some of the duties for the individual trustee or executor allowing the individual to remain in control, if desired.
For more information, contact John Power, CPA, CFP® at 708.460.4854 or firstname.lastname@example.org.
The Trust & Investment Management Division of Marquette Bank is committed to meeting your financial goals and will work as a team with you to develop and design a sound financial plan for your future and the future of those important to you. As our client, you can be assured that your affairs are being handled by a strong institution dedicated to providing the highest quality of personal service.
*Some Trust, Investment or Retirement financial solutions, products or services are not insured by the FDIC or any Federal Government Agency. These are not deposits or other obligations of the institution, these may go down in value and are not guaranteed by the institution. These services may be subject to investment risks, including the possible loss of the principal invested. Always consult your tax, legal and/or professional advisor(s) for guidance on your particular financial situation.