We know losing a loved one is difficult, that's why we personally we work with you, your family, and your attorney to handle your fiduciary needs. Our administration duties include management of a decedent's estate, including the gathering and safeguarding of assets, the payment of expenses, debts and charges, the payment or delivery of bequests and the rendition of an account.
Here are the fiduciary capacities we have the power to administer:
Executrix
A person named in a will as the fiduciary who is to take charge of the decedent's estate to administer and disperse of the decedent's property as directed in the will.
Administrator
A fiduciary appointed by the probate court to administer the estate of someone who dies without a will (intestate decedent).
Trustee
The fiduciary nominated by the maker of the will (testator) or person who makes a transfer into an intervivos trust (settlor) or someone appointed by the court to administer the trust's property.
Conservator
A person appointed by the court to have custody and control of the property of a ward.
Custodian
One who has the guarding or safekeeping (custody) or care of something.
Guardian
An individual or trust company appointed by a court to manage the financial affairs of a minor or other incompetent individual.
Alternate Executor, Trustee, Administrator, Custodian, or Guardian
Someone named second in line to handle these duties if for any reason the first named person does not so act.
If you have any questions about Fidelity Bank & Trust’s ability to help you, just stop by and see us.