Our Financial Services Department offers an array of services. We know how important personal and professional attention are to you. Our trust officers will explain your options which may include:

ASSET ALLOCATION
We work with clients to determine investment objective and risk tolerance and make portfolio recommendations based on the findings.

ESTATE PLANNING
We can effectively plan your estate and/or trust to carry out your wishes and minimize estate and other taxes. We can work with your attorney to implement a plan that fits your needs.

TRUSTS UNDER AGREEMENT
Management, safekeeping, and disbursement of your assets as you instruct in your trust document.

TESTAMENTARY TRUSTS
A trust is established within your will, and is administered and distributed according to your instructions.

INVESTMENT AND BILL PAYING AGENTS
We manage and safekeep your assets. We also collect and record all income generated by your account. We can pay bills and other obligations as directed by you on a continuing basis, even if you are incapacitated.

MANAGED IRAs
Investment decisions in a managed IRA are directed by our investment professionals within your retirement objectives.

PROBATE ESTATES
Our institution acts as your personal representative or executor. Some of the duties would include collecting, inventorying, managing, and ultimately distributing assets of your estate according to your will. We believe an experienced, professional, and impartial personal representative is your best choice to probate your estate.

GUARDIANSHIPS AND CONSERVATORSHIPS
We are able to serve as the court appointed guardian for minors and incompetents; also as a court appointed conservator for spendthrifts.

CUSTODIAL AGENTS
Investment decisions are directed by the account holder. Our Financial Services Department safekeeps and records all assets and income.

For more information on trust services, contact our Trust Officers, Paul Callan or Kaye Johnson, in our Financial Services Department.
(920) 652-3100.

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