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Scheduled maintenance will occur during the afternoon and evening hours on Saturday, July 19.
During this time, Online Banking, Mobile Banking, and Automated Telephone Banking will be unavailable. We apologize for any inconvenience.

Attend a free seminar to learn the tools of a proper estate plan so you can choose the right path for you and your loved ones.

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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

Line graph illustrating the highs and lows of self-reported wellbeing starting at age 18 thru 85 years.
Chart of the Day

Chart of the Day: Age 52 Then Happier

July 17, 2025

Today’s Chart of the Day, based on a Nielsen survey, shows the changes in the level of self-reported wellbeingon a scale from 1-10, by age.

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Bar graph ranking the answers to the question, When I think about my child’s experience growing up, I wish _____ had never been invented.
Chart of the Day

Chart of the Day: Wish This Was Not Around

July 15, 2025

Today’s Chart of the Day, “We Don’t Have to Give in to the Smartphones,” is from a New York Times article.

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List ranking the top 15 wealthiest individuals on the planet, showing total net worth, YTD $ change, country of origin and which industry they're in.
Chart of the Day

Chart of the Day: Top 15 Individuals

July 10, 2025

Today’s Chart of the Day is from Bloomberg’s Billionaires Index, listing the 15 wealthiest individuals on the planet.

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