Trust & Estate Management

A well-executed estate plan can assure that your assets are distributed as you desire upon your passing. Our team at Range Bank can assist you with all the details of ensuring a seamless transition of all your assets. 

• Range Bank can be named your Successor Trustee which assures professional and neutral management of your assets upon your passing or incapacity. This can help to maintain family harmony upon your passing 
• We work directly with your legal, tax, and insurance professionals 
• We assist with the asset titling process to assure that all assets are titled appropriately 

If you are no longer able or willing to serve as trustee of your trust, Range Bank will expertly manage and protect all assets owned by your trust. Trust administration includes: 

• Managing and protecting all property owned by the trust for you or for your beneficiaries 
• Paying bills (Ex: Monthly utilities, insurance, medical, taxes, etc.) 
• Working with tax professionals to assure tax forms are completed and filed in a timely manner 
• Working with your attorney to assure the trust is settled according to your stated wishes 
• Maintaining your privacy through information safeguarding and probate avoidance 

We provide simple and stress-free estate settlement for your family and friends. Estate settlement includes: 

• Asset collection and management 
• Inventory preparation 
• Taking possession of all assets and arranging for the transfer of assets 
• Coordinating payment to creditors 
• Working with an accountant to ensure preparation of all final tax returns 
• Final distribution of assets and estate closure 

If a person is no longer able to handle their own financial matters and they have not appointed a financial power of attorney, then the probate court may appoint a conservator. Range Bank will serve as conservator for those individuals to assure their assets are protected and preserved. 

• Working with legal counsel to be appointed 
• Annual accounting and reports to the court 
• Regular communication with all interested parties