Trust and Estate Services
The Relyance Bank Way
Let our wealth of experience work for you...and the wealth you've worked so hard to attain.
At Relyance Bank, we offer the professional experience to make that happen. No matter your situation and your objectives, our trusted specialists will work to see your exact needs met. Rest assured that your plan is receiving ongoing management in accordance with your exact requests.
On top of providing customized, attentive service, our experienced professionals always stay ahead of ever-changing tax laws. So there's no need for you to stress over confusing, shifting regulations. Our in-house experts master the latest developments and apply each advantage in line with your specific requests.
Our seasoned staff is skilled in administering all types of trusts, no matter the purpose. We can handled anything from:
- Supporting an elderly relative
- Making large charitable gifts
- Managing your assets if you become incapacitated
- Creating future security for disabled loved ones
- Providing long-term asset management for your family after your death
- Transferring assets to a younger generation (under the terms you specify)
- And much more
From managing trust assets, making distributions to beneficiaries, maintaining records—all the way to carrying out the directions you have given us—our trust department will thoroughly manage your trust from top to bottom.
Estate Settlement Services
Through our estate settlement department, we work with your legal advisor to administer your estate. Our experience lets us settle your estate without unneeded delay.
We can handle probate, tax, and other administrative work on your estate's behalf. During the estate settlement period, we also oversee the estate's investments. And we faithfully distribute your estate as you have directed in your will.