Casa Dorinda Branch Update - The Casa Dorinda branch will be closed October 7th, 8th, 13th, and 14th. We apologize for the inconvenience.

Casa Dorinda Branch Update - The Casa Dorinda branch will be closed October 7th, 8th, 13th, and 14th. We apologize for the inconvenience. Learn More

Indigenous Peoples’ Day / Columbus Day - Our offices will be closed October 12th in observance of Indigenous Peoples' Day.

Trust Services

Executor Services

Protecting your vision with integrity.

A child is on their parent's shoulders while looking at the sunset on the beach.

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.