Wealth Background

Estate Administration

At Johnson Bank, our advisors provide expert advice for all stages of estate administration to help take the burden off of your loved ones and ensure timely, specific execution of your estate plan. And, because legal requirements and tax issues play a part in that, we'll work with any outside advisors, including attorneys and accountants, to coordinate your total strategy.

Settling an estate is an immense responsibility. The executor you name will need to pay and collect any debts, pay taxes and estate expenses, distribute assets to your heirs or trusts, and communicate regularly with all of your beneficiaries.

It's not a role you should assign lightly. Naming the right executor is the key to successful estate planning and administration; most often true success means working with an experienced professional.

Our Estate Administration Services

Distribution of assets to beneficiaries  Asset titling  Making tax decisions 
Ensuring all life insurance and retirement plan benefits are received  Paying any debts or expenses  File all necessary tax returns and paying appropriate federal and state taxes 


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