Estate Settlement Essentials

Essentials

Dealing with the death of a loved one is challenging, in particular if you’re an executor or trustee. Download our eBook for a more in-depth breakdown of the estate settlement process, list of things to consider, and resources you need.

  • Chapter 1

What should I do first?

After the loss of a loved one, it’s likely you’re feeling overwhelmed. To make it easier, here’s a starting list of things to consider.
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  • Chapter 2

Executor & Trustee responsibilities

Understanding your role in managing an estate can be challenging. Here, you will find the definitions of the executor and trustee and some of their responsibilities.
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  • Chapter 3

Getting help from professionals

Whether you’re the executor or trustee of a deceased’s estate, you may benefit from a team of financial professionals on your side.
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  • Chapter 4

Tools and Resources

Access the eBook and list of considerations, as well as important contact information for experienced professionals that can assist you as you take steps to manage the estate.
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Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.