HOLIDAY CLOSURE NOTICE 

 We will be closed on Wednesday, June 19th in observance of Juneteenth.

Estaremos cerrados el 19 de Junio en conmemoración Juneteenth.

Bank on the go anytime, anywhere using Digital Banking. Have a Smartphone? Download by clicking here: Mobile App.

Realice operaciones bancarias sobre la marcha en cualquier momento y en cualquier lugar utilizando la banca digital. ¿Tienes un smartphone? Descárguelo haciendo clic aquí: aplicación móvil.

 

Security Federal Savings Bank

Trustee & Successor Trustee

In a Will, an executor is named and is responsible for carrying out the terms of the Will.

Similarly, a Trust names a Trustee and/or a Successor Trustee. This can be an individual or a corporate fiduciary like Security Federal Savings Bank. The Trustee is responsible for following the terms of the Trust, including many of the following:

  • Investment management
  • Asset protection
  • Accurate & timely accounting
  • Collection of income
  • Payment of bills
  • Property management
  • Oversight of filing of all necessary tax returns
  • Executing and recording all trust transactions
  • Court reporting if required
  • Answering questions from beneficiaries

If you'd like to speak with someone from our Trust Department, please contact our team. They will be happy to help!

Contact our team

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