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Testamentary Trusts
Trust & Wealth Management

A testamentary trust is created under your will and does not take effect until your death. These trusts can be created for a variety of reasons, one of which is to provide for your surviving spouse and other beneficiaries, eliminating the need for guardianships when minor beneficiaries are involved. Financial management by the trustee stays in effect until the beneficiaries reach the age when principal will be distributed to them.

We would like the opportunity to explain our many services or work with your professional advisors to develop a tailor-made plan just for you. We invite you to contact us to come in and discuss our services without charge or obligation.

Please Note: These products are not FDIC insured, are not deposits, obligations of or guaranteed by Southwest National Bank and involve investment risk including possible loss of principal amount invested.