We know how difficult it can be to make decisions about the estate that you have worked a lifetime to build and protect. It's comforting to know that our estate and trust specialists draw upon our unparalleled experience gained during the past 57 years. You will be pleasantly surprised how easy it is to talk openly and confidentially with your personal trust officer.

Relying on trained, objective professionals has its intangible benefits as well. Once a solid, well-designed estate plan is in place, you feel as though a weight has been lifted from your shoulders.

Personalized Financial and Estate Planning
Work with your team of professionals to design a long-term financial plan that is crafted specifically for your personal circumstances and will give you maximum control.

Executor or Co-Executor
Naming us as Executor or Co-Executor of your estate means that a trained and impartial corporate entity will oversee the difficult tasks that are legally required of your Executor or Co-Executor.

Estate Settlement and Administration
The highly experienced professionals on our trust team handle the many intricate steps of estate settlement and administration with sensitivity and respect.

Personal Trust
A trust is a long-range financial planning tool that protects your assets, allows you to take advantage of estate tax savings and avoid probate. It puts you in control of your financial destiny by giving you the resources to manage your assets to their full potential. A trust can protect your assets during your lifetime and provide financial security for your beneficiaries in the future. We'll work with you to create the appropriate trust for you and your beneficiaries.

Revocable Trust
Irrevocable Trust
Charitable Trust
Special Needs Trust


Probate
Depend on professionals who are skilled at shepherding estates through the probate process.

Insurance Services
Review life insurance programs with a licensed professional who is trained to help you find the best possible insurance alternative.


Risk, Affiliation, Offering Entity Disclosure