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Estate Services at VeraBank

Estate Services

For a better today, and tomorrow.

Financial and Estate Planning

If you own a business, financial accounts, insurance benefits, a house, lake cabin, or other unique assets, such as jewelry or collectibles, you need to consider your plan for now and in the future.

Maybe you want to support causes you care about including charitable organizations, your place of worship, or local community. You may have a business that requires succession planning, or simply trying to answer that important question of, “Do I have enough to ... ?”

In any of these circumstances it’s important to consider tax impact, risk, and timing of passing assets to future generations and organizations.

We will:

  • Offer professional guidance to minimize potential taxes through personalized strategic planning
  • Work in conjunction with your attorney and CPA to reach a seamless estate plan
 

Let's Talk!

Find an Advisor

Schedule an Appointment

 

Estate Settlement

Simply put, we can carry out your wishes fairly, efficiently, and professionally. We work routinely with attorneys, accountants, and other professionals. We are able to help interpret and follow the terms of your will or trust, consistent with applicable laws that govern the arrangement. We will ensure all tax matters are properly addressed and that your beneficiaries receive all that they are entitled to.

We will:

  • Act as independent executor, co-executor, or agent for executor of an estate
  • Work in conjunction with your attorney and CPA to reach a seamless estate plan
  • Supervise the distribution of all assets in accordance with client’s will
  • Avoid potential compliance issues by ensuring all probate procedures are followed
 

Let's Talk!  

Find an Advisor  

Schedule an Appointment

 

Securities provided by VeraBank Wealth Management are not deposits of VeraBank, are not FDIC insured, have no financial institution guarantee, and may lose value.

Work with a trusted advisor

Our Financial Advisors 

Experience. Integrity.

Find an Advisor

Investment Choices.

See the wide range of options available.

View Investment Options

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