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Estate Settlement Services

What will happen to my property when I die? Who will manage my assets? What about access to my home and personal property? How will my bills get paid, including my personal taxes and estate taxes? Who will be available locally to communicate with my family members on a person-to-person basis and ensure that their needs are taken care of according to my wishes?

These are the questions each of us will face. Everyone who owns property needs an estate plan in order to preserve and protect one's assets for financial security. If you don't have an estate plan (a will or trust) you should consult with an attorney to begin the process. If you die without a will, you are placing the distribution of your assets in the hands of the State of Michigan. Bank of Ann Arbor is skilled and experienced in estate planning. We regularly work with clients' accountant, attorney or other advisors.

Estate management addresses five levels of concern for your family upon your death:

• Inventory and identification of all assets.
• Preservation of assets.
• Orderly distribution of your assets.
• Payment of taxes, administration expenses, and interim family support.
• Long-term asset management.