Trust & Estate Planning
Benefits For Today And Tomorrow
Trust planning is essential to the success of any Estate Plan. We act independently as your Trustee or jointly with your Personal Representative as Co-Trustee or Agent to insure that your plan is carried out to the letter. We also consider accepting appointments as Successor Trustee.
We act independently as your Personal Representative or Executor of your will to settle your estate or work jointly with appointed representatives.
Summit Bank & Trust Provides
- A review of your will and revocable or irrevocable trust
- Trustee Services
- Guardianship/Conservator
- Agent for the Trustee
- Estate Administration
- Estate Settlement
With Benefits Such As
- Family Protection
- Asset Preservation
- Tax Savings
Farsighted Trust And Estate Planning Eases The Burden On Your Family
We work with your attorney and accountant to make certain that your plan is working for you. We stay up-to-date on the state and federal laws as changes affect your plan.
Contact the Wealth Management Group at Summit Bank & Trust by calling 303.460.4700.
* Not FDIC Insured. No Bank Guarantee. May Lose Value.