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Estate Settlement

Wealth management that provides you the financial peace of mind to enjoy all of life’s most precious moments.

While it’s impossible to plan for everything, you can take steps to protect you and your family from any unforeseen circumstances that could arise. Trust Point has been helping individuals with trust administration, wills and other estate planning documents, ensuring that the family is always protected should the worst happen.

We’ll help you to map out your success.

A detailed estate plan helps lay out your wishes and help ensure your legacy lives on. Trust Point will help you build a successful plan that will protect you and your family’s future for the long term.

Reach out to one of our estate experts today and put your mind at ease.

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Let us help you accomplish your financial objectives and provide you peace of mind. Click HERE to fill out a brief form if you’re interested in learning more about how we can help you.

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Protect your family long into the future

Trust Point has been helping individuals with their estate planning since 1913. We were founded as an independent trust company, serving families throughout the Midwest. Many clients come to us because they want to know their estate, finances and most importantly – loved ones – are taken care of in the event of an unexpected death or other incapacitation. We’ll help you decide on where specific aspects your estate should be directed should the worst happen.

Estate Services

We never take a one-size-fits-all approach when it comes to estate planning – we provide personalized experiences that are designed for each client’s individual needs. Let us help you how to plan and preserve your legacy so your loved ones are protected.

What We Do

In 1913, individuals and business owners in La Crosse, Wisconsin were in need of estate services, badly. Unfortunately, there wasn’t a single company that could provide the appropriate services within 80 miles. Thus, Trust Point was founded to provide those hard-working midwesterners with the best financial services possible. From a humble beginning, we’ve expanded to offer a wide array of offerings, including estate planning, tax management, asset allocation and much, much more. While our service offerings, teams and locations have grown, we’ve never forgotten what it means to be an independent financial institution, committed to providing an individualized experience to every client we serve. That’s what has set us apart from our competitors for more than 100 years.

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Estate Planning Services

If you’re looking for a trusted partner to preserve your legacy, Trust Point has been the estate planning leader for more than a century.

For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.

We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.

We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.

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