Union Bank & Trust Personal Banking: All you need to achieve your dreams.

The Personal Representative (P.R.) plays a very important part in the settlement of your estate and distribution of your assets. Some of the duties performed by the P.R. include:

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Identifying and taking legal title to assets

Establishing values for tax purposes

Managing and selling property as needed or required

Assuring that federal and state income tax and estate tax obligations are met and the respective returns are filed

Providing detailed accountings to the courts

Making the final distributions to beneficiaries and heirs

Union Bank & Trust Company is uniquely suited to this task. Their continuous corporate existence and financial strength assures continuity during the settlement of your estate. A staff of professionally-trained attorneys, accountants and seasoned administrators contribute many years of problem-solving experience, specialized knowledge and collective wisdom at the least possible cost to your estate. As an impartial P.R., Union Bank & Trust Company will treat all of your heirs with equal courtesy in carrying out the terms of your estate plan. Most importantly, by using an outside, impartial administrator, you will protect those family relationships which can be severely strained and even broken by the friction created when a family member, who serves as P.R., is in the position of making financial decisions affecting other members of the family.

For in-depth information, visit the Personal Trust & Wealth Management department on our Trust website. (the site will open in a new window).

Personal Trust & Wealth Management
323-1828 in Lincoln, or toll-free, 888-239-5135
6801 S. 27th Street (27th & Pine Lake Road)
P.O. Box 82535, Lincoln, NE 68501-2535