| Home | . | Financial Tools | . | Locations | . | Contact Us | . | Investor Relations | . | Community | . | Reorder Checks | . | Employment |
TRUST AND WEALTH MANAGEMENTBankTrust's trained professionals offer a full array of Trust and Wealth Management Services and invaluable advice and assistance to:
For over 100 years, we have provided unmatched expertise and experience in asset management to help individuals with financial, estate, and retirement planning. In the field of Personal Trust, our ultimate goal is to help you and your family sort through a myriad of options to establish trusts or managed agency accounts that meet your specific needs. We can also help you with Estate Planning and Administration by working with you, your attorney, and your accountant to create the best plan for you and your family. Simply put - we are here to help you and your family. Finally, our Retirement Services professionals can help you to offer retirement benefits for your employees. We will manage the required information and investment options to keep your staff up to date in an ever-changing regulatory and investment environment. Contact Us For answers to your questions or additional information, please contact a Trust and Wealth Management professional at the location nearest you:
Personal Trust ServicesYour financial and long term estate planning goals are specific and need a customized approach. Our professionals make recommendations based upon a careful analysis of your financial situation. We can assist you with:
We also provide the following Trust Administration and Investment services:
Estate AdministrationThe administration of an estate is complex and time consuming. The Executor or Personal Representative must make critical decisions during an emotional period for the family. One of our seasoned Trust Administrators will work with your family, attorney and other specialists to make important decisions related to taxes and assets. BankTrust provides the following services:
The Executor's primary role is to insure that your wishes, as expressed in your Last Will and Testament, are executed. Many decisions, both personal and financial, will be made during this period. BankTrust will serve as a professional, objective third party to provide the expertise needed to make these decisions. Retirement ServicesQuality benefit packages for your employees are of critical importance. BankTrust offers a full range of employee benefit retirement plans for businesses, both large and small. With seasoned Trust Administrators and state of the art technology, we are your best option. Ever-changing regulatory requirements and tax laws require frequent updating of retirement plans to maintain compliance. Our trained professionals will assist you in the planning and administration of:
In addition, BankTrust offers:
Online AccessBankTrust offers our clients internet access to retrieve statements, review transactions and view current market values for their accounts. For accounts with complex investment strategies, we offer third-party investment performance monitoring.
|