Trust, Investments & Insurance

Trust Services

As Trustee, Personal Representative, Guardian or Investment Manager, the Bank's Trust Department acts on behalf of various individuals, like a person setting up a trust, the beneficiaries of an estate or testamentary trust, a disabled adult or minor, who needs a guardian to manage their financial affairs, or individuals who want us to manage and assist with their investments.

Trust services are very diverse with each relationship being tailored to meet the needs of the individuals while complying with current laws. The benefits of a trust may include the avoidance of probate, professional investment services, estate planning, ease of record keeping, tax planning and reporting responsibility, and professional asset management.

Contact our experts in the Trust Department for a FREE consultation.

Trust Department Services

bulletAsset Management
bulletEstate Settlement
bulletTrustee Services
bulletSelf-Directed IRAs

 

 

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