Probate is the legal process conducted by a Probate Court to validate an individual’s Will and appoint an Executor to:
- Pay all debts and expenses
- Collect and safeguard assets
- Prepare and file any remaining income tax and estate tax returns
- Distribute the assets to the beneficiaries in accordance with the terms of the Will
At Jefferson Bank, we understand the probate process can be overwhelming and emotional for families, especially when they are involved in grieving the loss of a loved one. When appointed to serve as the Executor, we take that burden off family members, walking alongside them, and providing professional and personal guidance throughout the process.
