© 2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Wealth Management Services

Estate Settlement

An important component of your integrated wealth plan is naming a qualified executor to settle your estate. Understanding the potential complexity of the process can help you make an informed decision that helps protect your loved ones and provide for your heirs as you wish.

If you name Wilmington Trust, N.A. as executor of your estate, you can have the comfort of knowing that an experienced, professional, and caring estate settlement team will work to carry out your wishes and effectively meet all legal and tax requirements, including:

  • Gather and safeguard assets
    A critical role of an executor is to gather, account for, and value all estate assets and safeguard those assets from damage or loss. These tasks can be more complex when assets such as private businesses, real estate, antiques, art, cars, and other collectibles are involved.
  • Handle legal documents and tax issues
    Your executor must comply with state law requirements, including requirements of the state probate court that has jurisdiction over your assets. An experienced executor needs to understand how to file federal and state income and estate tax returns, including an understanding of the tax and property laws of the applicable jurisdictions. 
  • Manage complicated family dynamics
    One of the most challenging aspects of serving as an executor involves managing complicated intra-family dynamics at a time of grief and loss. A corporate executor's ability to maintain objectivity during an emotionally charged period may avoid exposing the executor and the estate to costly litigation, therby maintaining the value of the assets available to the intended heirs

Serving as the executor (or personal representative) of an estate requires a significant amount of time, energy, and responsibility. Contact us to learn more about how we can help with the estate settlement process.

Contact one of our team members