Serving as Your Personal Representative
Who will settle your affairs, protect and collect your assets, and distribute them according to the instructions in your Last Will and Testament? As your Personal Representative, Union Bank & Trust Company is uniquely suited to this task. You can count on our experienced personnel — in Nebraska's largest Trust department — to provide stability during the settlement of your estate.
- Specific duties of a personal representative include:
- Identifying and taking legal title to assets
- Establishing values for tax purposes
- Managing and selling property
- Assuring federal and state income and estate obligations are met
- Providing detailed accounting to the courts
- Making final disbursements to beneficiaries and heirs
Our staff of professionally trained attorneys, accountants and seasoned administrators bring many years of problem solving experience, specialized knowledge and collective wisdom at the least possible cost to your estate. As an impartial personal representative, we will treat all of your heirs with equal courtesy in carrying out the terms of your Last Will and Testament, constantly seeking to avoid potential conflicts among family members at a time of great stress and sadness.
Contact one of our Trust Services Advisors
Douglas J. Koenig, CTFAVice President & Trust Services Advisor
B.S., University of Nebraska; Masters Degree
Trust & Financial Services since 2001
Member: Lincoln Estate Planning Council; Lincoln Probate Discussion Group
Phone:
402.323.1308email Doug
Leslie A. Gibbens, CCTS, CTFAVice President & Trust Services Advisor
B.S. from UNL; graduate of Cannon Financial Institute
Over 16 years of trust experience
Member: Institute of Certified Bankers
Phone:
402.323.1354email Leslie
