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Personal Trust Services

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Living Trusts
: As Trustee we manage your Trust by providing investment services, record keeping and bill paying services as required. If you are the Trustee of your living trust, we can serve as your successor trustee upon your resignation, disability or death.

Investment Agency Accounts: Direct investments or have us serve as your investment guide. We will simplify the record keeping and paper work of investing.   

Estate Administration and Executorship: Our expertise and impartiality in handling estates will be of great assistance to your family during this difficult time. Having professionals in charge of collecting and safeguarding assets, paying final expenses and distributing to designated individuals and organizations, can give you the assurance that your wishes will be carried out.

Estate Agency Accounts: As agent to the Executor we will assist in all aspects of gathering, safekeeping, record keeping and distributing Estate assets.

Testamentary Trusts: Trusts created in your will to provide for loved ones or to minimize estate taxes may need to be administered by an impartial and experienced professional. We have the knowledge and experience to complete the task.

We also offer Custody and Safekeeping Services, Life Insurance Trusts, and Land Trusts.  For additional information, please contact our Trust and Asset Management Services Department at (217) 554-1370.

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Copyright © 2006

Last Modified: December 07, 2006