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Estate Planning & Trust Services/ Philanthropy

Capturing and protecting the vision of your legacy, together with our team, we will create a lasting plan that is a reflection of your desire for continuity and clarity, maximizing the value to those people and causes you cherish.

Estate Planning

We are here to help you understand how your assets will be distributed under your current estate plan or help you get started. Additional estate planning considerations include Medical Power of Attorney and Durable Power of Attorney

    Trust Services

    Our professional services, PTC, N.A., can serve as custodian, trustee, co-trustee or agent for trustee to ensure effective trust administration. Our bank can also serve as corporate trustee of trusts with directed investments and can administer estates as executor or co-executor, so the wishes, as expressed in your will, can be carried out in an objective, timely and efficient manner as planned.


    We help you develop a plan and help you determine how to best carry out your charitable wishes, whether through a private foundation, with a donor-advised funds, or direct gifts

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  972-332-1523 Allen Office

     |  817-754-1790 Southlake Office