Do you have money that you'd like to leave for your children or another designated beneficiary? Would you like to leave something behind to ensure the financial stability for a loved one, but want to put specific conditions on the account and fund availability?
A trust account is a deposit account designated by its owner to be held "in trust for" a named beneficiary. It is designed to protect funds for future use by the designated beneficiary. We offer revocable trusts and irrevocable trusts.
We advise talking to your personal attorney before setting up a trust account.