A primary function of our Trust professionals is assisting our clients in planning for the transfers of their estates. We work with our clients and their other professional advisors (attorneys, accountants, etc.) to ensure the maximum estate transfer to the beneficiaries of the client's choosing.
The Trust Department can act as executor of an estate, ensuring a client's wishes are carried out with minimum disruption to the remaining family members. As independent professionals, we can attend to the technical requirements of estate administration and frequently avoid ill feelings that might be inadvertently generated among family members.
For more information on our estate planning and administration services, please contact the Trust Department and speak with one of our Trust Officers.
Securities and Wealth Management products and services are not deposits, not FDIC insured, not insured by any government agency, not bank guaranteed, subject to risk, and may lose value.