Regulation CC Funds Availability Change, Effective 7/1/20 
Amounts made available for withdrawal on the 1st business day after checks deposited is increasing from $200 to $225 and $5,000 to $5,525 on large deposits.
For more information, please contact us.

All of our locations will be closed on Saturday, July 4, in celebration of Independence Day.

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Trust Administration

Plan for tomorrow together.

Preparing for the future requires forethought, making long-term decisions today, and trusting someone to carry them out for you. Our trust administration experts can help.

Trust Administration Services include:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Grantor Retained Trusts
  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management

 

 

Through Our Premium Trust Attention, We’ll:

  • Coordinate estimated tax payments working with your tax accountant or preparer
  • Process bills (unlimited) and medical claims
  • Facilitate caregiver services, including transportation
  • Manage your checkbook and any real estate held in trust
  • Arrange home repairs and capital improvements
  • Organize medical and prescription services
  • Make personal visits
Papers

Trust Administration Services Product Sheet

Download Here