Our team provides trust administration, investment guidance, and estate settlement services. We can help you consider how those services fit into a new or existing estate plan, then discuss the role our team may be able to serve.

An attorney can help you decide which legal documents fit your goals and prepare the trust agreement. Our trust team works alongside your attorney and tax advisor to discuss how the trust may be administered, how its assets may be managed, and what role the bank could serve. Your attorney provides legal advice, and your tax advisor can address tax implications.

A trust can set instructions for how and when assets are used to support someone you care about. For children, it can provide for their needs while allowing a trustee to manage assets until they reach an age or milestone you choose. A special needs trust may help provide additional support for a loved one with a disability. The right approach depends on your family’s circumstances and may affect eligibility for public benefits, so it’s important to plan with an attorney who understands special needs trusts. Our trust team can work alongside your attorney to discuss how the trust would be managed.