Estate Settlement

As Executor, Sovereign collects and accounts for assets, scrutinizes debts and claims, invests the assets, files income and estate tax returns, and distributes the estate to heirs.

If you are named executor or trustee of a friend or relative's estate, Sovereign can also act as your Agent. In that capacity, we can relieve you of the burden of handling securities, managing investments, performing valuations, and filing tax returns—yet leave the final decisions up to you.