Estate Administration
Estate Planning and Administration Experts right here in Bucks County.
Estate Administration
The Estate Administration unit has the experience and expertise required for the prompt and efficient settlement of estates both large and small. Our staff of professionals can effectively handle the many duties required of an executor. Some of these duties include:
- Assembly and protection of assets
- Payment of debts and expenses
- Preparation and filing of income and death tax forms
- Distribution of assets according to the provisions of the will
Call us at 215.968.4872 or contact a member of our team to discuss your needs.
Learn more about our estate administration services in Bucks County!
Our experienced staff is always available to handle estate matters in a fair and impartial manner. This takes the burden off family members so they don’t have to deal with financial issues during what is already a difficult period. When you entrust The First with your estate administration needs, you can be confident that every detail will be managed with the utmost care and professionalism. We’ll take care of all legal and financial obligations related to the estate and provide regular communication and support during the process. Contact our Wealth Management team in Bucks County to learn more!
We welcome the opportunity to discuss these services with you. Please call us at 215.968.4872 and schedule an appointment today.
This product is not FDIC insured, nor bank guaranteed and may lose value.
