Estate Administration Services

Ensuring your final wishes are honored is essential. Whether you are selecting an executor or trustee or you have been appointed as one yourself, our team will assist you with each step. Our expertise will help ensure every aspect of the estate is handled with the utmost care and professionalism.

At Bank of Jackson Hole Trust, we help you clarify your executor's role to ensure a seamless transition for your beneficiaries. You can rely on our experience to address sensitive family matters with empathy and impartiality, while leveraging our extensive resources to protect and maximize your estate’s value.

We can support you in a variety of trust roles:

You can name us directly in your will or trust to manage your estate. This is often ideal for those who:

• Seek an impartial, qualified professional to execute their wishes.
• Wish to navigate family dynamics with sensitivity and objectivity.
• Prefer to relieve family members of complex administrative duties.
• Do not have family or friends suitable to act as executor.

We can act alongside a trusted friend or family member, balancing intimate personal involvement with professional oversight. This arrangement benefits those who:

• Wish to involve a close family member but don’t want them overwhelmed by technical and administrative tasks.
• Desire a seasoned professional to handle the intricacies of estate settlement, guiding while making decisions jointly.

Choosing an executor or trustee is critical to successful estate planning. Choosing someone without expertise can create family conflict, unnecessary delays, and added costs.

As an executor or trustee, an individual may be responsible for hundreds of complex tasks, which is why you should choose someone with these qualities:

• Reliable, carrying out your instructions accurately.
• Able to manage competing interests impartially
• Committed to what can be a time-consuming process.
• Knowledgeable in legal, tax, and administrative matters.
• Likely to survive you, ensuring continuity.

While serving as executor is a meaningful role, it can be overwhelming, particularly during a loss. Many find it challenging to meet the demands, especially when managing careers or living in other cities or countries.

We can also act as an alternate executor or trustee if your designated person cannot fulfill their responsibilities.

If you are an executor or trustee, your role is pivotal in ensuring that your loved one’s wishes are respected. This responsibility involves many tasks, from overseeing final arrangements and managing investments to handling tax obligations and coordinating with beneficiaries. We can help you shoulder the burden at Bank of Jackson Hole Trust.

If the responsibilities feel overwhelming, we can act as your agent. Our experienced team will assist you with the workload, allowing you to maintain final decision-making authority while relieving you of time-intensive tasks. These services may include:

• Arranging for memorial or burial services.
• Compiling a detailed inventory of assets.
• Managing complex tax issues to preserve the estate’s value.
• Overseeing property maintenance, sale, or other real estate matters.
• Filing claims for life insurance and pension benefits.
• Locating missing beneficiaries.
• Addressing family issues with fairness and professionalism.