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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), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. 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, and WTIM are investment advisers 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, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial LLC (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank

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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 financial product 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 the any investment, financial or estate planning strategy will be successful.

Wealth Management Services

Estate Settlement

Ease the burden on your family during a difficult time by naming a qualified executor to settle your estate.

By choosing Wilmington Trust, you will have the comfort of knowing an experienced and caring estate settlement team will carry out your wishes and effectively handle all duties, including:

Gather and safeguard assets
Our experts can value your estate assets properly, which can make a big difference in the amount of tax your estate will owe. It can also minimize the conflict between beneficiaries as the assets are divided among them.

Handle legal and tax issues
We offer the expertise to file tax returns, interpret complicated legal documents, address the challenges presented by complex assets, and administer your estate plan in accordance with both the controlling legal documents and local and federal laws.

Manage complicated family dynamics
As a corporate executor, we maintain objectivity during a time of grief and loss, which may prevent intra-family disputes over your assets.

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 an expert

Jeff Wolken

National Director, Delaware Trust Planning
Email Jeff
Jonathan Fitzgerald

National Director, Emerald Advisory Services
Email Jonathan

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