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Estate Administration

An Estate is the final process of distributing your assets to your beneficiaries. This is accomplished through your appointed Personal Representative.

As Personal Representative, we will work with other professionals to collect and value assets, pay any debts and expenses, prepare tax returns, and distribute property according to the instructions specified in your will. During this time, we keep the beneficiaries informed on a regular basis. Our actions can add to the value of your estate by streamlining the process and eliminating unnecessary expenses.

By naming Prairie Financial Group as Personal Representative, you can be assured that an experienced team of advisors will be taking your estate through the probate process.

Enjoy Life… Leave the details to us!

Call (262) 522-7400 to talk with a Prairie Financial Group Representative today! 

To log in to your Prairie Financial Group accounts, click here.

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit