Acting as Personal Representative, Coconut Grove Bank is responsible for the gathering, safeguarding, appraisal, valuation, and investment of assets owned by the deceased. The Bank pays all debts, taxes and distributes assets of the deceased's estate according to the provisions of the Will or the requirements of law. As agent for the Personal Representative, the Bank can relieve the appointed Personal Representative of the complex duties that are required, while keeping the Personal Representative fully informed.

Independent professional consultation and management Relieves family and friends from executor responsibilities.
Continued management of assets after death.
Determine debts and claims against estate.
Tax filing and payment.
Distribution of assets in accordance with will.


Getting Started:

For additional details and restrictions or to open an account, please visit your local Coconut Grove Bank Branch Office.
Click here for hours and branch locations.

 

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