Trust & Estate Services

When it comes to managing your estate, it just makes sense to have a knowledgeable, trusting partner to help with all the details. Our full-service trust and estate services can help you manage your investments and assets now, and help carry out your wealth transfer goals in the future—whether to other family members, charitable organizations private foundations or somewhere else. Additionally, we can manage paperwork and details that you or your family may not want to, and work in conjunction with any tax or legal advisors you may have.

Trust options available

• Charitable Trust
• Family Trust
• IRA Rollover Trust
• Irrevocable Trust
• Life Insurance Trust
• Living Trust
• Revocable Living Trust
• Special Needs Trust
• Testamentary Trust
• Trust for minors

Estate planning services

• Wealth transfer strategies
• Custom trust solutions
• Trust administration
• Trustee services
• Guardianship accounts
• Estate settlement

Trustee services

• Collect interest, dividends, and other trust income
• Deposit income directly into the savings or checking accounts you designate
• Keep clear records of all transactions
• Provide easy-to-understand statements
• Send you information for tax returns
• Provide asset protection for you and your beneficiaries

 

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