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All of our locations will be closed on Monday, October 13, in observance of Columbus Day. Remember, you can bank anytime, anywhere with online and mobile banking.

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Trust Administration

We’re here to help however we can.

Trust management involves making decisions in the present while trusting someone to carry them out in the future.

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Our trust administrators work alongside you as you make your present decisions, and they ensure that your wishes will be followed. 

Our 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
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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
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Meet with one of our specialists today for a document review.

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Blog

On Our Minds

Bar graph illustrating the projected success of retirees' money lasting through their retirement years based on withdrawal percentages.
Chart of the Day

Chart of the Day: 4.0% to 5.5% Rule

October 9, 2025

Today’s Chart of the Day is from an article called “Why the 5% Rule is the New 4%” by Nick Maggiulli and includes a chart from Bill Benger’s new book...

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Attractive young black mom looking at her phone, sitting in car with puppy and son in background at baseball practice.
Online Banking Mobile Banking Banking

Why Choose Online Banking? Our Top 10 Reasons

October 8, 2025

Mary’s days are busy from the moment she wakes up until well into the evening, juggling her three kids in school, sports and dance classes, a...

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Line graph illustrating Americans' trust in newspapers (blue line) and TV news (black line) from 1973 to 2023.
Chart of the Day

Chart of the Day: Trust in Media

October 7, 2025

Today’s Chart of the Day is from Gallup and shows Americans' trust, or lack of, in mainstream media over the past 50 years.

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