Personal Trusts and Estate Planning

Trust management and estate planning are essential to ensuring that your family is provided for and your directions are carried out. Selection of the ideal trustee is as important as establishing your trust.

Choosing Founders Bank & Trust as your trustee rather than a relative or friend means there will be continuity of service throughout the years. You will have peace of mind that the trust will receive the proper attention it requires.

Founders Bank & Trust not only has the expertise and reliability to effectively serve as a trustee, but also the sensitivity to take special care of you and your family. Our team is impartial yet personal. We are sensitive to the needs of you and your family and we will partner with you to protect your wishes and privacy.

Allow us to navigate the intricacies of family involvement, executors, and legal and tax advisors.

We want to be your bank of choice.

For additional information about our personal trust and estate planning products and services or to schedule a free consultation, please complete a Contact Us form to have a member of our team answer your questions.

Meet our Wealth Management Team

Benefits of a Trust

The benefits of establish a trust or trusts are many and include:

  • Privacy and confidentiality
  • Ability to amend the trust over time
  • In effect during your lifetime
  • Estate tax reduction or elimination
  • Probate court avoidance

Trustee Responsibilities

As your chosen trustee, Founders Bank & Trust is responsible for:

  • Investment Management
  • Consolidating and holding trust property
  • Maintaining transaction records
  • Implementing tax and fiduciary decisions
  • Distributing trust income
  • Providing statements and tax reports to beneficiaries
  • Serving present and future generations

Investment Management products are not insured by FDIC, they are not deposits or other obligations of the bank and are not guaranteed by the bank or any federal agency.  They are subject to investment risks, including possible loss of principal.

How Can we Help?

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