Use your wealth to support the people and causes you care about

A trust account can help you:

• Plan for changing needs

• Maximize what you leave to heirs or charity

• Minimize the effect of taxes

We’re here to help you through life’s transitions

We work closely with your attorney, accountant, and other advisors to coordinate the services you need. Depending on your situation, and how you name us in your will or revocable trust, we can:

• Manage your trust assets

• Administer the affairs of your trust if you are no longer able

• Assist your family by handling the complexities of estate settlement