Executor Services

Safeguarding and Settling Your Estate

Montecito Bank & Trust can act as executor of an estate and as successor trustee. Our many years of experience in estate matters means that we are prepared not only to ensure that your wishes are carried out but also to handle issues that may arise after you are gone.

As your executor, we may take responsibility for:

Locating, protecting, and valuing your assets
Overseeing compliance with tax issues, including the filing of all necessary forms
Distributing property according to the instructions in your trust or will

Our experienced and local trust professionals can manage the assets in your estate, including investment portfolios, and local residential and commercial real estate, and our executor services are delivered with the same commitment to personal attention and responsiveness that characterize everything we do for our clients.