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Estate Administration Services
Wise counsel in estate administration
Bank of Jackson Hole Trust provides wise counsel in estate administration and simplifies what can be a challenging process.
Support for Executors & Trustees
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.
Selecting an Executor or Trustee
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:
As Sole Executor or Trustee
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.
As Co-Executor or Trustee
Assistance for Current Executors or Trustees
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.
Acting as Agent for Executors or Trustees
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.
Tips for Executors and Trustees
Ensure you have the time, knowledge, and resources necessary for the role, or consider renouncing duties.
Engage openly with beneficiaries, managing expectations around timelines and distributions.
Keep comprehensive records and separate estate funds, as these will be necessary for tax filings and reporting to beneficiaries.
You are held to the highest standards of trust and integrity, with potential personal liability if missteps occur.
Assistance from a professional trustee can provide clarity, efficiency, and peace of mind.
Bank of Jackson Hole Trust is your trusted partner, ensuring your estate administration is handled with precision, integrity, and care.
Meet the Team
Meet our team of experienced professionals.
Why Wyoming
A state of financial opportunity.
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