Trust Administration

Is a Trust Right for You?

A carefully designed trust is appropriate for anyone who owns a home, investments, bank accounts, retirement plans, collectibles or other valuable personal belongings. As you work with your attorney to prepare your trust document, we as trustee or co-trustee can help you:

  • Administer and provide care for you and/or your spouse should you
    become incapacitated
  • Safeguard your assets from probate
  • Provide for the care and future needs of young or incapacitated heirs
  • Provide help in meeting the future financial needs of a spouse, significant other or children
  • Help with the transition of assets to beneficiaries during a time of grief
  • Prepare and complete trust, estate, inheritance and personal tax returns

Trust Services & Administration

  • Providing tax-efficient cash flow
  • Simplifying finances with bill payment and tax management
  • Expediting confidential transfers of wealth
  • Shielding assets from unnecessary transfer taxes
  • Providing for charitable giving
  • Administering the financial activities of a deceased family member’s estate
  • Coordinating tax and regulatory filings

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Unable to access your account?
Call your Trust Officer at

888.447.4730, option 1.


For more information or to discuss our products and services, call 888.447.4730, option 1.

Review any planned financial transactions that may have tax or legal implications with your personal tax or legal advisor.

NOT A DEPOSIT — NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY — NOT GUARANTEED BY THE BANK — MAY LOSE VALUE

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Trust & Investment Services are provided by Auto Club Trust, FSB.
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