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.

1 min read

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.

2 min read

Chapter 3

Getting help from professionals

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

3 min read

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.

1 min read

Trust services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.