Services for Estate Planning, Living Trust and Trust Administration
Peoples Bank & Trust understands that trust is the cornerstone of any successful financial endeavor. Whether you're seeking to protect your assets, ensure a smooth transfer of wealth to your loved ones, or navigate the complexities of trust administration, our team of experienced professionals is here to guide you every step of the way. Our comprehensive suite of trust services can provide you with peace of mind and empower you to leave a lasting legacy while ensuring everything is executed according to your wishes. Welcome to having a trusted partner on your financial journey. Click the button below to contact our trust services team.
Our Trust Services – How We Can Serve You
Personal Representative of an Estate
In serving this role, Peoples Bank & Trust provides:
- Security and protection of assets
- Asset valuation and inventory establishment
- Investment of income due from your assets
- Claim filing for insurance due to the estate
- Distributions from estate to beneficiaries in accordance with your will
We can also assist with managing the investment portfolio of the estate, tax preparations, closing the estate, transferring assets to beneficiaries and maintaining all estate records in case of the need for future reference.
Serving as a Trustee
We will also serve as a trustee for any trust you create during your lifetime or upon your death if you choose (including revocable, irrevocable and life insurance). If you wish to have us serve as a trustee of your trust, Peoples Bank & Trust can:
- Invest and manage your assets on a long-term basis
- Keep your securities safe
- Collect dividends, interest and other income
- Prepare and maintain records of all transactions
- Assist with executing security transactions through the broker you have chosen
Our trust department can also assist with many other aspects of your trust.
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