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Estate Administration

All The Answers You Need To Maintain Your Estate

Our Services

When Amegy Bank serves as executor, co-executor or agent of your estate, we will perform the required duties to help ensure that your instructions will be carried out and that your designated beneficiaries will receive professional care and attention.

Management of Estate Assets

Open estate account with financial institution
Collect and take inventory of all assets
Arrange the transfer and re-registration of securities
Invest all surplus cash in a safe, short term investment
Manage investment portfolio to meet the needs of the estate
Maintain records of all transactions
Arrange for distribution of assets after settlement of estate

Inventory & Appraisal

Inventory all assets of the estate
Arrange for appraisal of real estate, jewelry, art, etc.
Coordinate all insurance policies
Address any issues regarding family owned businesses, partnerships and closely held stock

Real Estate/Oil & Gas

Evaluate all oil and gas interests as well as real estate
Gather all necessary documents related to these assets
Continue to maintain property as well as pay taxes, bills, collect revenue from assets, maintain insurance, etc.
Maintain detailed records of all transactions

Administration & Accounting

Determine liquidity needs for ongoing expenses
Pay all valid claims against the estate
Maintain detail records of all activity until the estate is settled
File all medical claims and insurance claims
Settle all debts (bank loans, credit cards, mortgages, etc)

Tax & Legal Responsibilities

Locate the will and file with the local Probate Court
Select the most advantageous valuation date
Represent the estate in claims against others
Assist in preparing the following tax returns: Forms 706, 1041, 709, and 1040
Obtain an estate tax closing letter from IRS

Responsibilities to Beneficiaries & Family

Notify all heirs of their interest in the estate
Communicate regularly with all beneficiaries
Help to manage potential conflicts of interest when multiple beneficiaries are involved

Investment Management Services are available through Private Wealth Services by Amegy Bank, A division of ZB, N.A.

Investment products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank, a division of ZB, N.A., its affiliates, or any other bank, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.

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Estate Administration

Our Services