Estate Services

Estate Planning & Settlement

The best way to ensure that your beneficiaries receive what you wish them to is to have a clear and documented plan of action, with due consideration given to taxes and other issues.

Union Bank can act as executor of your estate, relieving family members from the daunting tasks of satisfying debts, settling taxes and distributing assets following the passing of a loved one. Most of all, we’ll afford you peace of mind knowing that your matters will be dealt with promptly, professionally and locally.*

*Unlike traditional bank deposits, non-deposit investments are not insured by the FDIC; are not deposits or other obligations of Union Bank and are not guaranteed by Union Bank; and, are subject to investment risks, including possible loss of the principal invested.