Estate Planning & Settlement

Estate planning is one of the most effective ways to arrange transfers of wealth and properly distribute assets as per your wishes. Using personal trusts, endowments or foundations, and specialized trusts such as charitable remainder trusts, the Moody National Bank Trust Department can offer the assistance to you and your advisors to create a plan and administer that plan in the future.

Expertise

Every estate plan is unique and the Trust Department staff has the extensive knowledge and experience required to understand and implement that unique plan. Our staff will build a relationship with you and your advisors to:

  • Develop tax strategies to reduce estate, generation-skipping, gift and income tax
  • Reduce estate delays
  • Protect your wealth and legacy for loved ones, business successors or charities

Estate Settlement

The Trust Department staff will work with you and your advisors to carry out the estate settlement process including:

  • Asset identification, collection, valuation and management
  • Probate estate and trust administration
  • Objectively carry out your stated goals
  • Properly distribute assets to beneficiaries according to plans
  • Serve as Executor, Trustee or Agent