M&T Bank : Estate Settlement
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Estate Settlement

Executing your wishes, as directed in your estate plan, is a complex process that may require extensive probate administration, management of your assets, and disbursements to your beneficiaries. With M&T Bank as your executor, successor trustee, or co-trustee, you are assured of the expertise required to settle your estate efficiently, professionally and impartially.

Our team of estate settlement specialists brings objectivity to settling your estate as planned. We offer a variety of specialized services, including:

  • Safeguarding and marshaling assets
  • Handing complex administrative and accounting requirements
  • Preparing and filing tax returns
  • Distributing assets when, how, and to whom you specify

Contact Us
To learn more about our estate planning and settlement services, please call our estate settlement specialists at 1-800-624-4116.

Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured
By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.

M&T does not provide tax advice in connection with wealth management, wealth administration and insurance products and services. You should consult with your own tax adviser concerning the tax aspects of a particular action or activity.

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