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Trust Management

Trust Management

Long-term planning for peace of mind.

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Trusts can be powerful tools

Our department can act as trustee for a multitude of types of trusts, including special needs trusts (third party and first party trusts,) irrevocable trusts, trust under will, trusts under agreement, and other fiduciary services such as an agent under durable power of attorney.

Because we work as a fiduciary, we have a legal duty to act in your best interest. We are not driven by commissions. Our goal is to ensure your wishes, goals, and objectives are carried out. 

In this fiduciary role, we act in your best interest to manage your financial affairs, including investment services and bill payment. We act in accordance with the guidelines you have set forth in your trust document to care for the people and organizations you have named in that document. We offer a neutral alternative to a family member making decisions regarding distributions to another family member.

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American Bank & Trust

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American Bank & Trust

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