Comerica Trust

Estate Settlement

Helping families and trusted advisors transition multi-generational wealth.

Why you should consider Comerica as your Executor/Personal Representative

Serving as an executor can be a time-consuming process especially when it comes to estate settlement. If you are already stretched to the limit with obligations of work, family and other commitments, you may feel that not only will you be unable to do a good job, but taking on this added responsibility would put your stress level on overload.

Here are some reasons to reach out to Comerica:

  1. You feel you would be unable to properly carry out your obligations to the estate and heirs, it is an important decision in drafting a trust, as it will affect the beneficiaries for many years to come.
  2. Serving as executor would be too much of a burden for you, it’s a complex and time-consuming job.
  3. A trustee should possess experience, objectivity, continuity when it comes to the protection to your loved ones long-term.
  4. You are not willing to be personally liable for distributing the estate. Trustees should have the professional knowledge and expertise to manage the most complex legal issues, provide complete and organized administrative oversight and marshal and protect assets.

Expertise and experience are what we deliver

Since 1849, Comerica has led the industry with experience and professionalism for our clients. We are the trusted name in Trust.

Who we are:

  • Dedication to providing outstanding customer service
  • Administration of more than 150 new estates per year - historically
  • Annual asset flow is approximately $1billion
  • 11 teams of Estate Settlement Professionals 

What we specialize in:

  • Real Estate
  • Closely Held Business Interests and Partnerships / LLCs / Family LPs
  • Oil Gas and Minerals
  • Royalties
  • Intellectual Property
  • Personal property assets such as: Coin/Stamp Collections, Cars, Sports Memorabilia

Who we collaborate with:

  • Attorneys
  • CPAs
  • Investment Advisors
  • Realtors & Appraisers

Future appointment selection

Experience, continuity, objectivity and protection in your estate plan starts with Comerica.

Comerica understands the importance of fulfilling your final wishes and providing closure for your family, we want to ensure that you have access to the best estate settlement solutions that cater to your unique needs.

Professional Experience

Comerica leads the industry with experience and professionalism. Our dedication to outstanding client services has led to Comerica being named executor,  successor trustee or personal representative in all 50 states.

Asset Distribution

Comerica alleviates the complex burdens of settling estates and eliminates the personal liability of your loved ones.  

Protection and Preservation

 In partnership with the family and professional advisors, we help customize solutions for how you want your wealth is distributed, ensuring your assets are protected and preserved while helping you mitigate personal legal implications.

Probate Avoidance

Our services help you avoid the time and expense of probate.

Compassion and Empathy

The Comerica team is highly aware there are people involved and not just documents. We take time to get to know the people behind the paper to help navigate the complexities of the trust and most importantly the family dynamics. 

To find out why a future appointment is something you should consider, contact the Trust professionals at Comerica. In partnership with your estate professionals, we will craft a plan that would best for you and your wealth transfer plan/legacy.

Meet Comerica’s Estate Settlement team

With trust powers across the country, we are here to guide your estate settlement journey.

Andrea Bruce
CFP®, SVP, National Leader
Specialty Wealth Solutions Division

Steven M. Zamenski
VP, National Manager
Estate Settlement

Cate Hollenbeck
VP, Senior Specialty Administrative
Trust Advisor

Hear more about Comerica Estate Settlement from our leaders and experts

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Comerica Trust is a unit of Comerica Wealth Management which consists of various divisions and affiliates of Comerica Incorporated, including Comerica Bank and Comerica Bank & Trust, N.A. Strategic alliance organizations of Comerica Bank & Trust, N.A. are neither subsidiaries nor affiliates of Comerica Incorporated or Comerica Bank & Trust, N.A. Non-deposit Investment products offered by Comerica and its affiliates are not insured by the FDIC, are not deposits or other obligations of or guaranteed by Comerica Bank or any of its affiliates, and are subject to investment risks, including possible loss of the principal invested. Comerica Bank and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation. The information provided is accurate at the time of publishing and distribution and is subject to change with or without notice.