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Choosing an Executor and Trustee

Do you know what legacy you will leave? Do you trust someone enough to handle your financial affairs if you are incapacitated or after your lifetime? Planning your estate can be simplified by partnering with a trusted advisor. To get started, prepare a comprehensive listing of all of your assets, decide how these should be managed if you are incapable, then determine how to distribute your estate. Whether you choose to utilize a trust or will as your primary estate settlement document, you must choose a trustee or executor. Since duties may include making funeral arrangements, valuing and safeguarding assets and even selling real estate, selection is important and should be given careful consideration.

You may wish to name an adult child, friend or business associate to act in this capacity. Although naming an individual shows your confidence and esteem, he or she may find the process too time-consuming and demanding. If they live outside of the area, and do not have the experience, specialized knowledge or the resources required to administer your estate properly, the job becomes a burden rather than the honor you intended.

Consider naming Busey Wealth Management as your executor and/or trustee to ensure your wishes are carried out. At Busey, we have a team of experienced professionals with the resources and experience to resolve even the most complex issues—and our professionals act as impartial liaisons working closely with your beneficiaries. Our expertise provides you and your heirs with peace of mind and the assurance that your estate is correctly handled. Our respect for the confidential nature of your business makes Busey a natural choice for almost every plan.

Coordinating your financial affairs—or those of a loved one—can be time consuming and confusing. At Busey Wealth Management, our experienced staff works together with you, your attorney and accountant to assure the best result for you and your heirs. Even after your passing we continue working to ensure your wishes are followed. We would be honored to discuss how Busey Wealth Management can assist in planning your legacy for future generations.


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With five lines of business—personal, mortgage, commercial, cash management and wealth management—working together as One Busey, we can meet all your financial needs with confidence. Customers who partner with us are rewarded with the Busey Advantage—regional capabilities and local priorities. It's a commitment that has stood the test of time.

On the personal side, Busey Bank promises to make your banking hassle free with smart personal checking and savings accounts, convenient online banking and mobile banking solutions and consumer loans. Whether you are ready to buy your first home or simply want to refinance the one you currently own, our practical home mortgages, participation in a wide range of special loan programs and in-house mortgage expertise mean your home loan is tailored to your individual needs.

From opening your first business checking account or loan to creating a strong succession plan, Busey can help you manage your growing business. Our business banking, lending and cash management solutions give you the tools you need to keep your business successful and nimble. Our participation in a wide variety of specialized programs and in-house credit expertise allow us to tailor commercial lending packages to your unique situation and make faster credit decisions. Busey knows that cash flow is the lifeblood of a business—whether you need help with receivables, payables, liquidity, fraud protection or information reporting, we can customize your cash management solution to your growing business' needs.

You've earned it. We'll grow it. Busey Wealth Management provides asset management, investment and fiduciary services to individuals, businesses and foundations. We build a team of local professionals around your needs to establish the best strategy for your situation. We work closely with you to develop a personal, comprehensive plan that will help you meet your goals and objectives through each phase of the wealth management process.

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