Estate administration

There are many challenges in looking after a significant financial estate, including the need to safeguard assets, manage debts and prevent conflicts of interest. We can help you find the best way to administer and distribute your wealth, during your lifetime and beyond.

Planning for the inevitable

Writing a will is an integral part of wealth planning. We can work with you and your legal advisor to prepare a will during your lifetime that distributes your wealth according to your wishes. We can also help administer your will after your lifetime.

Why appoint an HSBC Private Bank executor?

An executor’s role is likely to involve considerable work. For larger estates, which may be spread over multiple jurisdictions, the execution may be lengthy and require high level of legal and professional expertise.

Professional executors will make sure that all assets are collected, all debts are appropriately settled and that the net assets are properly distributed after a person’s lifetime, in line with their will.

If the next generation is still young, professional trustees can ensure the administration of the estate in the best interest of the child or children.

Appointing a professional executor can also avoid conflicts of interest, particularly between family members. It can help minimise confrontations among the beneficiaries of an estate, and provide the continuity that an individual executor cannot offer.

We can help you plan beyond your lifetime and ensure your wealth gets administered and distributed in the way you want.

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