Personal Representative Services That Ensure Your Wishes Are Fulfilled

Selecting a representative to settle your estate according to your intentions is a fundamental part of estate planning. Grand Bank & Trust of Florida can act as your Personal Representative or Agent, thus relieving family and friends of these responsibilities and assuring efficiency, professionalism and impartiality in settling your affairs as directed in your estate plan.

Full Range of Specialized Services
	Locate, safeguard, and value all assets included in your estate
	Determine and resolve debts and claims against estate
	Tax planning including preparation and filing of estate tax return
	Distribute assets in accordance with your will

Ongoing Service to Heirs and Beneficiaries
	Grand Bank & Trust of Florida can continue the management of your assets for your beneficiaries and offer them a range of trust and investment services upon distribution.

Our Promise
We offer you years of expertise and the assurance of an orderly, impartial and fiscally responsible
transition and disposition of assets.

To learn more about our Estate Settlement Services, call 561.207.6743.
Our specialists will help review your estate plan and determine which estate settlement services are
appropriate for you.

Please Note: Trusts and wills have estate-planning and tax consequences.
Consult your attorney or tax advisor.

Investment products are not FDIC-insured, may lose value and are not bank guaranteed.