Johnson Bank Wealth Management

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 

Resources

  • thumbnail Investing 101: The Basics

    whitepapersInvesting 101: The Basics

    You don’t have to be rich or a certain age or wear Italian shoes. Even having money in an interest-bearing savings account is a basic form of investing. But if you’re ready to go beyond a savings account, you could use our crash course. Whether you’ve

  • thumbnail Personal Debt Consolidation

    calculatorsPersonal Debt Consolidation

    Should you consolidate your debt? This calculator is designed to help determine whether debt consolidation is right for you. Enter your credit cards, auto loans and other installment loans balances by clicking on the "Enter Data" button for each

Contact Us

You can also call 24/7 Customer Support - 888.769.3796
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Johnson Bank

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