As Executor or Co-Executor of your estate, Middleburg Trust Company will be responsible for virtually every aspect of the estate settlement process. As Executor, Middleburg Trust can advise your family throughout this difficult time, providing the steady guidance they will need to rely upon. Middleburg Trust Company will follow your directions to the letter. We will faithfully and expertly distribute your estate’s assets as your will prescribes, and we will help your family address any concerns that might arise.

As Executor or Co-Executor of an estate, Middleburg Trust will be responsible for:

Analyzing the will and all related documents
Probating the will and obtaining court authority
Assembling, inventorying, and taking custody of the assets
Administering the estate
Paying all estate expenses and debts
Safeguarding the estate assets
Investing the portfolio commensurate with the investment objectives
Preparing and filing all tax returns
Reviewing the decedent’s financial records
Consideration of non-probate assets
Coordinating matters with the attorney, accountant, and other agents as directed
Distributing the estate

Middleburg Trust Company can also serve as Agent to the Executor of your estate. In this capacity, Middleburg Trust will perform all duties as agent and actively include the executor in all decision-making responsibilities.

Please give Middleburg Trust a call at (804) 644-2848 to arrange a personal consultation.