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Estate Settlement

When settling an estate, trustees and executors are faced with tax and legal complexities that can be quite involved. Even a typical estate settlement can be a cumbersome and time consuming responsibility to place on a loved one.

Exchange Bank’s capable and experienced trust officers can lift the burden of estate settlement. When Exchange Bank is named as successor trustee or executor for estate settlement, a trust officer assumes personal charge of the estate, executing tasks on your behalf with unbiased expertise.

In an estate of even modest proportions there are a multitude of tasks that must be completed.

Supported by a team of trust and investment professionals, our trust officers possess a strong technical competence along with a caring, sympathetic understanding of the family dynamic during a period of mourning—a valuable combination which is hard to find elsewhere.

What is the Estate Settlement Process?

Meet Our Team

Our team is comprised of a group of certified individuals in the areas of trust administration, estate settlement, retirement plan management and investment management. With combined financial experience of over 250 years, our team has the capacity and expertise to provide personal services tailored to your financial needs.We have offices located in Santa Rosa, Roseville and Silicon Valley.