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Families matter to us, so we take your family matters seriously. We offer a wide range of trust and estate services to help you reach your goals of leaving a lasting legacy. Finding out your needs and forming a personalized plan starts with a conversation. We want to understand your aspirations before we ever give you advice or act on your behalf. Schedule an appointment with one of our advisors to discuss your goals.
We serve as trustee, successor trustee, and executor for many types of trusts, including charitable trusts and special needs trusts. We’re dedicated to following your directions impartially and making decisions that make sense for you. And maintaining harmony among your family members is something we take very seriously. Simply put, the people who have your trust should have your trust.
We believe administering an estate is accomplished best by cooperation between three trusted professionals: your attorney, your accountant, and your fiduciary advisor. We work closely with you and your attorney to create a sound estate plan, and then serve as fiduciary to ensure your wishes for your family, your business, and the causes you hold dear are carried out.
Not FDIC insured. May lose value. Not guaranteed by Emprise Bank.