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| Home > Private Banking > Trust & Estate Services |
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Harris Private Bank works with you to consolidate and manage your trust and estate needs, including minimizing taxes and wealth transfer costs. As a corporate trustee, we take direct responsibility for managing your assets in trust for your beneficiaries. We offer a variety of estate planning services as they relate to wills, powers of attorney and corporate executorships.
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Trust Administration
Harris Private Bank can serve as trustee or co-trustee of your trust. When Harris Private Bank acts as your corporate trustee you will benefit from a wide range of trust services, including:
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management, investment and distribution of assets; |
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distribution of trust funds in accordance with your wishes as stated in the trust document; |
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protection of the confidentiality of information; and |
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preparation of tax-related documents. |
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Estate Administration
At Harris Private Bank, we help our wealthy clients with the disposition of their assets and the settlement of their estates. As executor or personal representative, Harris Private Bank offers you a professional team of experts who perform important roles and responsibilities, including:
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probating the will; |
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collecting assets and information; |
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determining debts and claims against the estate; |
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managing all elements of the estate, including investments; |
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analyzing and resolving time consuming and complex tax issues; |
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determining and arranging payment of all taxes; and |
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distributing the estate. |
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To find out how Harris can help you to reach your financial goals, contact us.
Need assistance? We have experts who can help
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James is an architect who is nearing retirement. He has plans to wind down his practice and purchase a vacation home in Florida. |
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