CLICK HERE to receive competitive insurance quotes quickly & easily.

Estate Planning

Develop a plan to preserve your wealth and disperse it according to your wishes. We will work with your tax and legal advisors to create and implement a plan that meets your needs and the needs of your loved ones.

Our estate planning services include:

  • Wealth transfer strategies
  • Custom trust solutions
  • Trust administration
  • Trustee services
  • Guardianship accounts
  • Estate settlement
  • Business succession
  • Real estate and agricultural services
  • Minerals, oil and gas management

As professional trustees, we can:

  • Collect income
  • Make deposits directly into other accounts as you designate
  • Keep clear records of all transactions
  • Provide easy-to-understand statements
  • Provide information for tax returns
  • Provide asset protection for you and your beneficiaries