Facing the death of a loved one is one of life's most difficult experiences. The grief process may often take an emotional toll and make dealing with financial matters difficult to think about. Cadence Bank offers compassionate and practical support to help individuals and families, even through difficult times. You don’t have to go through the process of managing financial aspects of bereavement alone.

Here are some ways Cadence Bank can help during this difficult time:

• Review of legal / estate planning documents.
• Provide strategic tax advice so that any taxes that are part of the transfer of assets are minimized.
• Serve as your agent for the execution of your duties as the individual executor of the decedent’s will. These can include, but are not limited to:
• Properly closing or transferring accounts of the deceased.
• Assisting executors with the investment management of estate financial assets.
• Provide management, including proper transfer of title, for specialty assets (i.e., Oil & Gas, Real Estate, Farm and Ranch assets).
• Engaging legal representation and providing documentation for probate or other legal proceedings.
• Offering guidance on retirement accounts, safe deposit box access, and, in some cases, help with the filing of life insurance claims.

Customer Support During Difficult Times

Cadence Bank’s customer service team is available to assist with account transitions, beneficiary updates and other financial matters that may arise after a death.

Chat with a Live Agent

Log in to Cadence Online Banking or use the Chat Now button on the Cadence Bank contact page to chat directly with a Cadence teammate. Phone support agents are available by phone at 1-888-797-7711 during the following hours:

• Monday-Friday 7:00 a.m. - 8:00 p.m. CST
• Saturday 7:00 a.m. - 5:00 p.m. CST

Even through times of loss, Cadence Bank can provide structure and clarity over financial affairs and related questions, helping you to move forward one step at a time.

If you’re currently facing this process and aren’t sure where to begin, you could start by visiting a branch near you to get help.

Sources:
https://cadencebank.com/wealth-management/individuals-and-families/trust-and-estate
https://finance.yahoo.com/personal-finance/banking/article/what-happens-to-bank-account-when-somebody-dies-173317171.html

This article is provided as a free service to you and is for general informational purposes only. Cadence Bank makes no representations or warranties as to the accuracy, completeness or timeliness of the content in the article. The article is not intended to provide legal, accounting or tax advice and should not be relied upon for such purposes.