Trust & Estates

Southwest National Bank has the experience and expertise to provide skillful trust administration for our clients. We understand the importance of proper estate planning and are committed to providing our clients with the best possible service. Our Trust Officers are knowledgeable and experienced in all aspects of trust and estate administration and are ready to help our clients establish the right plan for their unique situation. We work closely with our clients and their legal advisors to ensure that their taxes are minimized, their retirement is secured, their investments are managed wisely, and their families are taken care of after they are no longer with them. Southwest National Bank is the right choice for those who want the peace of mind that comes with knowing their affairs are being handled by competent and trustworthy professionals.

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  • Revocable Living Trust

    A revocable living trust is the best way to protect your assets and ensure that your loved ones are taken care of after you’re gone. With this type of trust, you can avoid the lengthy and expensive probate process often associated with probating a will. Your property will be held in the trust and can be distributed to your beneficiaries according to your wishes - making things much easier for them in the future.

    This is the most popular type of trust arrangement, and for good reason. It’s the best way to safeguard your assets and make sure your loved ones are cared for.

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  • Testamentary Trusts

    A testamentary trust is created under your will and take effect upon your death, giving you the peace of mind that your loved ones will be taken care of financially after you’re gone. With Southwest National Bank, you can rest assured that your trustee will manage your finances responsibly and with the utmost care. This trust can be used to provide for your spouse, children, or other beneficiaries, and can help eliminate the need for conservatorship when minor beneficiaries are involved.

    Give your loved ones the gift of financial security with a Southwest National Bank testamentary trust.

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  • Estates

    When it comes to your estate, you want to make sure that everything is handled in the best possible way. With Southwest National Bank, you can rest assured that your estate will be in capable hands. We have a team of experienced professionals who will take care of every aspect for you, from collecting and inventorying assets to paying taxes and distributing your assets to your beneficiaries. We understand that this is a difficult time for your family, and we will do everything we can to make the process as smooth and stress-free as possible. Contact us today to learn more about our services and how we can help you settle your estate.

    Southwest National Bank has a long tradition of providing quality executor services. Our team of experienced professionals will work closely with you, your attorney, and other advisors to ensure that all your wishes are carried out according to your specifications.

    Please contact us today to learn more about our executor services and how we can help you. We look forward to serving you.

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

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