Skip to content

Mobile Banking: Safe, Secure, Simple!
Download our mobile app today. Check out our step-by-step video instructions to get started. 

Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar

Get Started 863-222-7005

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.

DSC07535

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
Learn More XX
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
Learn More XX
DSC07414

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

Contact Us

Blog

On Our Minds

Stacked column chart showing the ten largest companies in the S&P 500 by ten-year spans.
Chart of the Day

Chart of the Day: Top 10 Now, Not Then

October 16, 2025

Today’s Chart of the Day is from Mike Zaccardi @MikeZaccardi and shows the ten largest companies in the S&P in 10-year spans for the last 40 years...

Read More
Image of a house with each component's (roof, stove, flooring, etc.) broken down by its life expectancy.
Chart of the Day

Chart of the Day: How Long Will It Last?

October 14, 2025

Today’s Chart of the Day is from the National Association of Home Builders showing the life expectancy of parts and systems in your home.

Read More
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...

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.