Creating an estate plan can be an emotional and complex undertaking. The trust and estate administrators at BSNB Wealth Management Solutions are well-equipped with the experience and knowledge to help guide you through the process. When it comes time to settle your estate, we work to smoothly and sensitively execute your wishes as planned.
What is estate settlement*?
BSNB Wealth Management Solutions administers your estate and takes it through the complexities of probate. Our resources allow us to settle your estate without unnecessary delay and with a minimum of disruption for your heirs. At a difficult time, we can offer your family members increased security and reduced stress by handling all aspects of your estate; including:
- Arranging for probate while collecting, inventorying, valuing and protecting all your assets
- Ensuring preparation and filing of income and estate-tax returns while settling estate expenses and receivables
- Following the directions of your will and expeditiously distributing estate assets to heirs
We are experienced executors with the skills to handle your entire estate settlement. Or, should you feel that the personal insight of a family member or trusted professional is important, we can also serve as co-executor, sharing responsibility for estate decisions while relieving your co-executor of the stress and pressure of handling administrative and technical duties.
To achieve your financial objectives, you need a partner that you can trust. BSNB’s team of specialists provides peace of mind, superior service and years of experience. Put us to work for you and feel confident knowing that your financial legacy will be managed professionally.*
|No Bank Guarantee||
Not FDIC Insured
Not a Deposit
Not Insured By Any Federal Government Agency
May Lose Value including Loss of Principal
Get StartedMeet our Wealth Management Solutions team.
990 State Route 67, Ballston Spa, NY 12020
PO Box 70, Ballston Spa, NY 12020-0070