Trusts & Estates

“Far from a dusty legal document, a trust reflects a family’s desire for clarity, continuity and protection of a legacy. We have the experience to help you ensure your wishes and foresight are the basis of your trust strategy and carried out in a professional manner that reflects your vision.” – J. Carter Tolleson, CEO

How We Help

PROTECT YOUR LEGACY

Trusts offer unique benefits of privacy, continuity and safety, but can also create unique challenges. We help you find the best way to communicate your legacy and values. We build deep relationships with family members while providing coaching and mentorship to prepare future generations to be successful beneficiaries.

TRUST ADMINISTRATION

We can serve as trustee, co-trustee or agent for trustee to ensure effective trust administration. Our bank can also serve as corporate trustee of trusts with directed investments and can administer estates as executor or co-executor, so the wishes as expressed in your will can be carried out in a timely and efficient manner as planned.

ESTATE PLANNING

Our trusts and estates team thinks in terms of multi-generational legacy. We perform an in-depth discovery and detailed review of your estate planning documents to analyze and monitor the effectiveness of your financial position.

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