Agent for the Executor/Trustee

Many people are unfamiliar with the duties and responsibilities of an Executor or Trustee. We can provide the support and guidance you needed to fulfill these duties. As your Agent, we can assist all aspects of those responsibilities including the investment of the assets, the preparation of any required financial reports for probate court and the record keeping for the estate.

  • Key Benefits
    • Investment management
    • Record keeping
    • Tax planning and return preparation
    • Accounting and reporting
    • Distributions (discretionary) in accordance with the will or trust agreement

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3 Important Reasons to Keep Your Will Updated
PLANNING FOR FUTURE

3 Important Reasons to Keep Your Will Updated

Whether you’re just starting a family or already have great-grandchildren, it’s important to have a will and keep it updated. Chances are, however, that like a lot of Americans, you don’t do this as often as you should.

Eliminate Anxiety About Saving for Retirement
PLANNING FOR RETIREMENT

Eliminate Anxiety About Saving for Retirement

How will you know when you've saved enough money to retire, and when will that be? It’s one of the most common questions a working person can ask, and Valley can help you with the right approach to retirement planning.