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Trust & Wealth Management

One of the most important decisions you will ever make is the selection of someone to settle your estate. The only way for you to do this is by having a will where you can indicate this choice.

The person who has this great responsibility is called an executor. It is your executor's job to collect and inventory assets, determine debts and claims against the estate, manage the estate during settlement, pay all taxes, and distribute your assets to your beneficiaries.

Choosing the executor of your estate deserves serious consideration. Southwest National Bank, as corporate fiduciary has much to offer. Our business is estate conservation and management. We employ tax, accounting, management, and investment personnel who are skilled in their respective fields. Our modest fees can be less than the mistakes of an inexperienced executor.

We would be pleased to discuss with you, your attorney, and other advisors the many advantages of naming us as executor under your will. We invite you to contact us to come in and discuss our services without charge or obligation.

Please Note: These products are not FDIC insured, are not deposits, obligations of or guaranteed by Southwest National Bank and involve investment risk including possible loss of principal amount invested.