When you choose WestStar Wealth Management to be executor of your will, you can take comfort in knowing your wishes will be handled with compassion and expertise. Our team of estate settlement specialists brings objectivity to settling your estate as planned. We offer a wide variety of specialized services, including:
- Safeguarding and arranging assets.
- Handling complex administrative and accounting requirements.
- Preparing and filing tax returns.
- Distributing assets when, how, and to whom you specify.
If you'd like more information about our estate services, please contact us online or call us at (915) 747-1665.
WestStar Bank and its affiliates and the directors, officers, employees and agents of WestStar Bank and its affiliates (collectively, "WestStar") are not permitted to give legal or tax advice. While WestStar can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of WestStar should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Because it cannot provide legal services or give legal advice, WestStar’s services or advice relating to "estate planning" or "wealth transfer planning" are limited to (i) financial planning, multigenerational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client's legal and tax advisors in the implementation of an estate plan.