Dunham Trust Company Building Relationships That Last Generations
Estate Settlement and Probate Planning

We work with your trusted professional advisors as the catalyst of a team built around you. We contribute a deep understanding of fiduciary principals and the expertise to apply them to your unique situation. We coordinate services with your attorney, and we are qualified to act as executor/agent for personal representatives or ancillary probate.

Standard Services Include:
  • Preservation of estate or trust estate assets
  • Establishment of cash requirements
  • Preparation of inventory
  • Estate Valuation Services: Estate Val is used to provide date-of-death and alternative date valuations. Compatible with Schedule D of Form 706 Federal Estate Tax Return. *(IRS uses Estate Val to audit returns.)
  • Recordkeeping
  • Settlement of creditor claims
  • Submit final personal tax returns and estate tax returns
  • Payment of final taxes
  • 24/7 online access to account information
  • Obtain Internal Revenue release
  • Final accountings
  • Distributions per terms of governing documents

The information above is general in nature and not intended as legal or tax advice. Please consult with your tax professional or attorney regarding guidance for your individual circumstances. Dunham Trust Company recommends you authorize our senior trust officers to work in tandem with your trusted financial professionals.

Such trusts are used to develop a vehicle for donations to a favorite charity, which also allows for the reduction of income taxes through a charitable deduction and favorable tax treatment at the date of the gift by non-recognition of built-in-capital gains.

* as of September 2007.

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