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Trust and Estate Planning Services

The wealth you've worked hard to build should work hard for you. Our Wealth Advisors are here to work through life transitions with you, providing confidence that your legacy will be preserved and building a solid foundation for the goals and aspirations of your family and future generations.

Trust Administration

Trusts are an effective way to protect your assets, provide for future generations, facilitate charitable giving, expedite the estate settlement process, and exercise control over your assets after your passing. As part of our fiduciary role, we work with you, your attorney and your CPA to build an estate plan that addresses your family’s needs and unique circumstances, including:

  • Revocable and Irrevocable Trusts
  • Testamentary Trusts "Trusts Established by your Will"
  • Asset Protection Trusts
  • Irrevocable Life Insurance Trusts
  • Charitable Trusts, including Endowments and Scholarship Funds

Estate Settlement Services

It's our fiduciary duty to help protect your estate and save your beneficiaries time and worry. Estate settlement has three roles: determine what assets were owned by the deceased and place a value on them, transfer the assets to the correct people or institutions, and pay any taxes that may be due.

With over 85 separate executor duties, estate settlement is a complex process requiring tax, investment, real estate, and estate planning experience. Our team of fiduciary professionals would be honored to partner with you to ensure the best future possible.

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Building Your Financial Confidence

We exist to improve the financial lives of our neighbors and their businesses and we do this through equipping our employees and our customers with four life-changing habits of managing, saving, borrowing and protecting their money.

We also understand that keeping your finances in order can be daunting and difficult. We would love to help you no matter where you are in your financial journey. Take a few minutes to explore our Resource Center, or contact us directly. We'll take one step at a time together to improve your financial confidence.