SMB Trust Services
Are you thinking about your family's future? We're here to help... and have been since 1983! Our locally managed trust services department is ready to meet your highest expectations. Our goal is to professionally handle all of your trust needs accurately, courteously, responsively and in partnership with you.
Take advantage of local face-to-face customer service and when you have questions, simply call or come in for the answers. We also provide easy online access, so you can monitor your accounts at any time. Our services include total trust management, probate estate management, conservatorship management, investment management, estate and wealth transfer planning, and managed estate bill paying.
Our trust professionals have over 100 years of combined legal, investment and trust administration experience to provide you with the very best in trust services. Just call for an appointment or stop by. We will meet with you at any of our locations to make your planning easier.
We're here to protect your family legacy through all of life's transitions.
Senior Trust Investment Officer
One of the most important decisions you will make in finalizing your estate plan is determining who will serve as your successor trustee. Most attorneys, whether they are in private practice or otherwise, recommend the use of a professional or institutional trustee, usually a bank. You may have a family member or friend in mind to serve as successor trustee. Learn more about choosing the right trustee for your estate.
The Market Review is a monthly publication which provides an overview of market activity across various asset classes, highlighting recent economic data and market trends in both domestic and international markets.
Market Review Sep 2022
Market Review Aug 2022
Market Review Jun 2022
Market Review May 2022
We will meet with you at any of our locations to make your planning easier. Call for an appointment or stop by. We look forward to meeting with you!