Plan for your family’s future. Minimize your estate taxes

Trusts provide financial protection for individuals and their beneficiaries in the event of disability, incapacity or extended illness by providing professional, unbiased, confidential asset preservation and investment management. Our experienced officers and administrators offer comprehensive trust services tailored to your individual situation.

Personalized Approach

Depending on your wishes and the needs of your estate, we can offer such services as holding trust property for safekeeping, investing trust assets prudently, making distributions from the trust to the beneficiaries according to your wishes, and providing accurate, complete and compliant records for reporting and accountability purposes.

Attentive Professionals

Our trust administration officers live in our community and understand your needs. Each administers no more than 50 relationships to further ensure that you and your family receive the personal service and attention you deserve.

Flexible Services

You can appoint us to act as your sole trustee, in which case we'll assume fiduciary responsibility while managing your trust's assets. Alternately, we can act as co-trustee and sharing the fiduciary role with others named by you, or we can serve as a successor trustee, should you want the security of having a corporate trustee prepared to step in and serve your family or other beneficiaries if the need arises.

To learn more about Trust administration services, call 561.207.6743.
Account Minimum of $150,000 required.

Investment products are not FDIC-insured, may lose value and are not bank guaranteed.