Take Advantage of our Free Consultation

At a convenient time for you, a free consultation can be set with one of our knowledgeable and experienced Trust Officers. Schedule an appointment with us or simply click here to email Jon-Myckle.

Your consultation will include:

• A private meeting with qualified Trust officers to discuss your situation and needs.
• A thorough review of available options (trust, agency, guardianship, or executorship).
• Assistance in working with your attorney to develop the needed documents and appropriate language.
• An investment review that includes an explanation of options and a risk assessment to determine your comfort level.

A personalized, private, and thorough appointment for you.

Ask us about:

1. Revocable Living Trusts
2. Irrevocable Trusts
3. Testamentary Trusts or Trusts Under the Will (TUW)
4. Charitable Trusts
5. Scholarship Trusts
6. Special Needs Trusts
7. Crummey Trusts
8. Irrevocable Life Insurance Trusts
9. Discretionary Agencies
10. Court Appointed Financial Guardianships
11. The Estate Executor Position
12. The Trustee Position
13. The Successor Trustee Position

Each item serves a specific need and benefits the individual or family in a number of ways.

Ask a Trust Officer Articles

• Advisor Fees (PDF)
• Companion Animal Planning (PDF)
• Trust Decanting (PDF)
• Trust Taxes (PDF)
• Circle of Friends (PDF)
• Fiduciary (PDF)
• Living Trusts (PDF)