Estate Administration
During a time of loss, loved ones should not be burdened by complex estate settlement issues.
By naming CoBiz Trust as your personal representative, the burden of settling your estate is
removed from your family and friends, and your wishes are followed with dignity and respect.
We work with you and your tax and legal advisors to create a plan that settles your business
and personal affairs, minimizes estate taxes, distributes personal property, and ensures your
financial and charitable legacies.
Please click on this link for a complimentary guide entitled "When You Lose a Loved One" to walk
you through the settlement of an estate.
CoBiz Trust gladly accepts appointment as Personal Representative of your estate. To name us,
please ask your legal counsel to insert our full legal name, CoBiz Bank dba Colorado Business Bank,
into your estate document(s). We thank you for considering CoBiz Trust.
For information specific to your situation or to learn more about our services, please e-mail us or call 720.264.5536.
