Estate Settlement

Ensure your estate is handled professionally, efficiently and in your beneficiaries’ best interests.

Schedule a complimentary consultation (510) 456-6955

Estate Administration

Estate Settlement Services

When settling an estate, trustees and executors are faced with tax and legal complexities that can be quite overwhelming. Fremont Bank’s experienced trust officers can alleviate the stress of an estate settlement.

Efficient and Unbiased

When Fremont Bank is named as successor trustee or executor for an estate settlement, a dedicated trust officer will objectively execute tasks in a timely manner on your behalf.

Eases Burdens on Beneficiaries

The trust officer will take care of tax issues, final distributions according to your trust or will, and other administrative duties for the beneficiaries.

3 Ways to Get Started

Find out how our estate settlement services can make it easier for executors and trustees to navigate the settlement process.

Get to Know Us

Meet the team behind our Trust & Estate services.

Learn More

See how we can help you plan for your future.

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Free Consultations

Schedule an appointment with no obligation.

(510) 456-6955

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Trust and Investment Management Services offered through Fremont Bank:

NOT A BANK DEPOSIT	NOT GUARANTEED BY THE BANK	MAY LOSE VALUE
NOT FDIC-INSURED	NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Fremont Bank and its representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique. Consult your tax advisor for advice and information concerning your particular situation.

Deposit products offered by Fremont Bank.