SMB Online banking from Southwest Missouri Bank

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.

Chuck Brown | Trust Officer
Chuck Brown
Trust Officer
As head of the SMB Trust Services, Chuck can assist you in the planning and the administration of your estate or trust.
David Heltzel | Portfolio Manager
David Heltzel
Senior Trust Investment Officer
David specializes in the design and implementation of your financial and investment plan.
Cathryn McNary | Trust Attorney
Cathryn McNary
Trust Officer
Kate provides assistance in estate planning strategies as well as fiduciary services.
Cathryn McNary | Trust Attorney
Kenneth Surbrugg
Trust Investment Officer
Kenneth develops personalized plans to help you reach your financial goals.

Meet Our People Message Us 

Your Trust Questions Answered

Benefits of a trust

Why your kids aren't the best option to handle your estate

How to avoid probate

Why family farm and business owners need a trust
Trusts explained
Probate explained

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Benefits of a Trust
  • Choose who receives your property
  • Minimize expenses
  • Help your family manage their money
  • Protect your family
  • Manage your business
  • Plan for your disability
  • Continue your charitable legacy
  • Arrange details for multi-state property
  • Make plans for the management of your investments
  • Privacy
  • Trust Services Available
  • Estate and Wealth Transfer Planning
  • Estate Administration
  • Trust Management
  • Managed Estate Bill Paying
  • Special Needs Trust Management
  • Conservatorship Management
  • Investment Management
  • Asset Protection Planning
  • Non-Profit Investment Management
  • Choosing Your Trustee

    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.

    Choosing your trustee

    Market Review & Quarterly Insights

    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.

    Joplin 32nd & Indiana SMB Branch
    Second Floor
    1000 E 32nd St.
    Joplin, MO 64804
    Phone: (417) 623-3424
    Fax: (417) 627-0358
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    Office Hours:
    Monday - Friday: 8:30 AM - 5:30 PM

    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!

    Trust Inventory Worksheet LInk
    Trust Account Login Trust Inventory Worksheet