Skip to content
All of our locations will be closed Monday, Jan. 20, in honor of Martin Luther King, Jr. Day. Remember, you can bank anywhere, anytime, with online and mobile banking.
Get Started 863-222-7005

Trust Administration

We’re here to help however we can.

Trust management involves making decisions in the present while trusting someone to carry them out in the future.

DSC07535

Our trust administrators work alongside you as you make your present decisions, and they ensure that your wishes will be followed. 

Our trust administration services include:
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Grantor Retained Trusts
  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management
Learn More XX
Through our premium trust attention, we’ll:
  • Coordinate estimated tax payments working with your tax accountant or preparer
  • Process bills (unlimited) and medical claims
  • Facilitate caregiver services, including transportation
  • Manage your checkbook and any real estate held in trust
  • Arrange home repairs and capital improvements
  • Organize medical and prescription services
  • Make personal visits
Learn More XX
DSC07414

Meet with one of our specialists today for a document review.

Contact Us

Blog

On Our Minds

Bar chart with America US states and average in blue and other countries in orange
Chart of the Day

Chart of the Day: US vs. the Rest of the G7

January 16, 2025

Today’s Chart of the Day comes from Visual Capitalist showing the annual production per person of America’s richest states vs. the rest of the G7...

Read More
Older Asian couple sitting with a trust officer reviewing their estate planning documents.
Estate Planning

Five Important Duties of a Trust Officer

January 15, 2025

A Trust Officer plays a critical role in managing trusts and ensuring that the wishes of the trust creator (the grantor) are carried out according to...

Read More
Chart is a grid that shows examples of the types of moats with examples and explanations in each grid.
Chart of the Day

Chart of the Day: Stock Moats

January 14, 2025

Today’s Chart of the Day is from Brian Feroldi and talks about the Five Types of Moats.

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.