Trust & Fiduciary Services

You’ve worked hard to create a legacy, let us help make the transition smooth. We bring clarity and consistency in carrying out grantor’s intentions benefitting trust beneficiaries.

Revocable Trust

We work directly with the grantor on assets they choose to have us manage or hold within the trust. The grantor retains the ability to make changes, modify or even revoke the trust during their lifetime, providing them with flexibility and control. Often, we will be named successor trustee when the grantor is no longer able to serve as trustee.

Irrevocable Trust

The grantor gives up control over the assets and we are typically named the trustee of the trust. As trustees, we are legally responsible for administering the trust according to the terms and instructions outlined in the trust document and state law.

Testamentary Trusts

A trust created upon the death of the individual. When created we are named trustee, and we ensure assets are managed and distributed according to the individual’s wishes.

Estates

A process of handing the management, protection, and distribution of assets according to the deceased individuals’ wishes and legal requirements. This process includes the paying of debts, liquidating assets if necessary, and transferring assets to beneficiaries. 

Conservatorships

A court appointment of us as conservator to manage the financial affairs of an individual who is deemed unable to manage their affairs due to incapacity, disability, or other reasons. We make important decisions about their finances, pay bills, manage assets, and handle financial transactions.

Special Needs Trusts

We serve as a trustee, administering the funds according to the terms of the trust. We are responsible for using the assets to supplement, not replace, government benefits by paying for goods and services that enhance the beneficiary’s quality of life.

Schedule a Consultation

Schedule a consultation today with our team of local wealth experts. It’s time to begin a generational partnership with accessible, trusted partners who have your best interests at heart.

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Meet our Wealth Team

Your local team of wealth experts.

BSB Trust & Wealth Management Team

Investment Products: Not FDIC Insured • Not a Bank Deposit • No Bank Guarantee • May Lose Value