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Settling an estate can be complex and emotionally exhausting, especially for those adjusting to the loss of a loved one. With proper planning, your loved ones can focus on your memory while professionals execute your wishes and aid them as they transition through life changes.
"As an estates and trusts attorney, I have worked with a number of trust companies over the years. I'm happy to say that I never hesitate to refer my clients to BECU Trust Services. Their trust officers are centered on the particular needs of the clients. I've known them to be sensitive in working with people. My clients have nothing but praise for BECU."
-Madeline Gauthier, Bellevue, WA
BECU Trust Services As Your Executor
BECU Trust Services can act as your personal representative or executor, efficiently and professionally handling all the legal, financial and administrative details involved in the complete settlement of the estate.
BECU Trust Services As Your Agent
If you've been named personal representative or executor, you may be asking yourself, “Where do I start?” The list of responsibilities can be complex and overwhelming and mistakes can be costly. BECU Trust Services can serve as your agent, offering expertise and an objective voice.
Every detail, expertly managed
- Safe-keeping and protection of assets
- Consolidating estate assets
- Taking inventory of personal items
- Securing valuations of all assets
- Reviewing investments
- Determining debts and claims
- Coordinating preparation of final tax returns
- Facilitating final distributions
- Managing real estate issues
- Handling utilities and insurance payments
- Managing disposition of personal property
Read articles that may help you navigate your financial future.
BECU Trust Services is a trade name used by MEMBERS(R) Trust Company under license from BECU. Trust services are provided by MEMBERS(R) Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested.