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Trust & Estate Services

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Estate Settlement Services

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The Northern Trust Institute
Explore wealth strategies that are informed by research, grounded in real-world outcomes and tailored to you.

    Skillful guidance and expert solutions for estate settlement and wealth transfer

    Carrying out estate plans that meet legal and tax requirements can be challenging. From managing assets and cash flow to preparing estate and income tax returns, Northern Trust approaches estate and trust administration following a death with diligence and sensitivity.

    Resolving Family Difficulties and Legal Complexities

    Whether we act as your executor, personal representative, trustee or agent, Northern Trust works with you and your advisors to address the legal, tax and administrative considerations of settling an estate and transferring wealth.

    The estate settlement process involves several stages. For an outline of each stage, click the button below.

      

    Taking Care of the Details

    With a mix of complex assets, multiple business interests, family trusts and real estate, settling an estate is anything but simple. Northern Trust balances compassion and objectivity throughout estate settlement to help you across a broad range of capabilities.

    • Asset safeguarding, collection, valuation, distribution and management
    • Communicating with family, charitable and non-charitable beneficiaries
    • Working with your advisors to develop tax and legal strategies to realize tax savings, with tax preparation and review
    David Garten

    David Garten

    Practice Lead, Estate Settlement Services
    David has over 20 years of financial services experience, serving private clients in the areas of trust administration, wealth transfer planning, estate settlement and investment management.
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    This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

    The information contained herein, including any information regarding specific investment products or strategies, is provided for informational and/or illustrative purposes only, and is not intended to be and should not be construed as an offer, solicitation or recommendation with respect to any investment transaction, product or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation cannot be guaranteed.