NexBank is well qualified to help you establish, maintain and eventually execute your estate plan. You can tap into our expertise and utilize our unique ability to explore your vision and devise a plan that truly reflects that vision.

Teamwork, we believe, is vital to the process. Your Private Client Advisor will help you retain and/or coordinate with legal and tax professionals and establish an effective estate plan that includes:

• Last will and testament - the primary document for distributing your assets after your death. We will help ensure that this document covers all the financial details.
• Regular estate planning reviews - to assess your plan after significant life changes such as marriage, births or a change in job status. Your Private Client Advisor will proactively provide assistance at such important times in your life.
• Choosing an executor - ensuring that the person you put in charge of executing your estate understands their roles and responsibilities. Your advisor can help you determine the appropriate person to execute your estate or advise you on appointing an objective third party.