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

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