It is the primary document for transferring your wealth upon your death. If you die without a will , state law will govern the disposition of your property. With over a century of experience in estate planning for individuals and families, Wachovia offers a valuable perspective for your unique circumstances. Estate Planning Advisors will work with you and your family attorney to review the estate planning options that may be appropriate for you. Selecting an executor or personal representative Selecting an executor or personal representative to implement your estate plan is one of the most important issues you will face.
Expertise Settling an estate or administering a trust is a complex responsibility.
Wachovia's professionals are part of a highly skilled and educated team that monitors the constantly changing probate and tax laws. Their knowledge and skill can save substantial amounts of time and money. When a friend or family member is personally involved in settling your estate, conflicting family members and emotional turmoil may put them in a difficult situation. Wachovia professionals are always sensitive to those closest to you, but we are guided solely by your written instructions. Continuity A financial institution like Wachovia can measure its lifetime in generations of clients.