Estate Settlement Services

Delivering deep experience to the settlement of complex decedents’ estates

MB’s estate settlement and trust teams capably and discreetly administer decedents’ estates through probating a decedent’s will where necessary and administering trusts established by the decedent during life and at death.

MB’s estate settlement team includes administrators, investment professionals and tax specialists with specific expertise in the administration of complex decedents’ estates. Whether acting as executor, agent for executor or trustee, MB has built a reputation for delivering the personalized and expert attention necessary to fully address the interests of an estate’s beneficiaries and provide the necessary guidance at every step of the estate settlement process.

Specific Expertise

Comprehensive Estate Settlement Services

  • Accountings and court filings
  • Asset collection and custody
  • Inventory and appraisal
  • Investment management
  • Settlement of debts and claims
  • Real estate and other special asset management
  • Tax planning and filing
  • Bill payment
  • Timely and accurate statement reporting
Communication with all of the beneficiaries and other parties to an estate throughout the settlement process is key to providing the needed support to your family.

This information is not intended to be legal, investment or tax advice and should not be relied upon. MB Financial Bank, N .A. and its affiliates do not provide legal or tax advice. You should review your particular circumstances with your legal and tax advisors. 

Any investments purchased or sold are not deposit accounts and are not endorsed by or insured by the Federal Deposit Insurance Corporation (FDIC), are not obligations of MB Financial Bank, N.A., are not guaranteed by MB Financial Bank, N.A. or any other entity and involve investment risk, including possible loss of the principal amount invested.