Trust & Estate Services

Plan for the Future, Live for Today

We know you aren’t just concerned about financial security for yourself – you want to ensure that your success continues for generations to come. Our trust administration and estate services can help you feel confident knowing your wealth will have a lasting impact. Trusts have been the bedrock of our business for over 100 years – we are here to help ensure your goals and wishes are met.

Put Your Mind at Ease

Knowing your finances and loved ones will be taken care of when you are gone will help put your mind at ease. We will ensure your wishes are met according to your estate plan and help to protect you and your family.

Create Your Legacy

If you enjoy giving back, and have a charitable mindset, we have many effective strategies that can be utilized today or built into your estate plan. We are here to help you create a lasting impact in alignment with your goals.

Trust Administration Estate Settlement

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News & Insights

A Checklist for When a Spouse or Parent Passes

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on....

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Good News! You May Be Worth More Than You Realize

As you write out another check to make your monthly mortgage payment or for your child’s college tuition, you may not be...

Don’t Send Your Child Off to College Without These Four Tools

Preparing your child for college is an exciting but often hectic time. Between the college applications, housing forms, class registrations and meal...

Why Choose Trust Point for Your Trust and Estate Planning Needs?

We started in 1913 as a trust company, and while our services have expanded since that time, trust and estate services have always been our foundation. We put our century of expertise and knowledge to work for you so you feel comfortable with the financial decisions you’re making today and for the future. We will focus on the details so you can feel at ease about your wealth and the lasting impact on future generations.

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