Choosing the Right Personal Representative, Executor and Trustee

Naming a fiduciary to act in your place in the future will secure the financial future of your loved ones. The tasks associated with this appointment are crucial and strict legal guidelines are in place to insure your wishes are carried out. Responsibilities include:

• Collecting, protecting and managing your investments
• Cash flow and tax planning
• Distribution of income and principal pursuant to your wishes
• Maintaining records of transactions and reporting as needed to Appropriate Courts or other authorities
• Filing necessary tax returns

Ballston Spa National Bank will act as your fiduciary or co-fiduciary and has the expertise and experience to properly and consistently perform those responsibilities. We have the advantage of established systems and procedures and continuity of personnel to insure the financial security of your loved ones for years to come.