Estate Planning and Settlement

Sandy Spring Trust is qualified to provide comprehensive fiduciary services. If you are looking to establish a plan for the future, our experts are here to guide you through the process and ensure that your wishes will be honored exactly as you desire. Or perhaps you have found yourself serving as a Personal Representative for a loved one’s estate, and you need assistance as you navigate the complex process. We can help ease the burden of this tremendous responsibility. Regardless of your situation, our team stands ready to provide the expertise and personalized solutions you need.

Understanding the ins and outs of settling an estate can be very time consuming and stressful. Sandy Spring Trust has over 100 years of collective experience in settling estates. We are available to serve as your Personal Representative, or the person or entity who is named in a will to be responsible for settling an estate. We can also play a support role to a family member or friend who has been named executor or executrix.

We can help you coordinate your affairs, handle the various responsibilities and administrative duties of settling your estate, and ease the burden on your loved ones. We are bonded, insured and audited, and we can provide you the peace of mind that your wishes will be honored.

At the time in your life when you need to address your wills, financial powers of attorney, medical advance directives and other estate planning, Sandy Spring Trust is here for you. We can guide you through the legal process and work closely with your attorney to review, update or draft plans that will protect your family and manage your assets.

We will also work with the people named in your legal documents to ensure they have the information they need to make informed decisions on your behalf as Trustees of Trusts, Personal Representatives in your Will, Agents within your Durable Financial Power of Attorney, or Medical Advance Directives.

Sandy Spring Trust is also available to act as a fiduciary in these roles, with the exception of Medical Advance Directive.