Estate Administration

Estate settlement and administration processes include extensive legal and fiduciary responsibilities. When Home Federal Bank is chosen to administer your estate, along with your legal and tax advisors, our experienced, professional staff diligently executes related duties in a thorough, caring and efficient manner. Estate administration duties may include the following:

• Establishing legal authority
• Safeguarding, inventorying & appraising estate assets
• Preparation & filing of income & inheritance tax returns
• Working with beneficiaries during administration
• Distribution & accounting for assets of the estate
• Closing the estate

If you’d like to discuss our Trust Division’s estate administration services, please contact one of our Trust Officers for a free consultation today.