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  • Trust Services - Bank of Texas
    At Bank of Texas, we have a wide range of fiduciary services to help you with your financial goals—whether you're setting up a trust, a private foundation, arranging estate management or custody services We can serve as the trustee, co-trustee or agent for the trustee
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    Solely owned bank accounts usually go through probate before the inheritors can access the funds However, accounts with a payable-on-death (POD) beneficiary don't go through probate The beneficiary can simply claim the money by providing ID and a death certificate Jointly owned bank accounts usually pass automatically to the surviving co-owner without probate Assets in a living trust can
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    Whatever your financial or family situation, discover estate planning services from J P Morgan and prepare your legacy with confidence Explore tax-efficient options for asset transfer both during your lifetime and upon your death From creating a last will testament, to setting up a trust, to creating powers of attorney and health care directives, get the expertise you need to guide you
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    Here, we'll focus on banks and financial platforms that work well for simple trust cash management These options are typically best for revocable or irrevocable trusts that already have a trustee and don't need the bank to provide fiduciary or estate administration services, though some do provide more extensive services for a fee
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    With Trust and Estate Administration from Associated Bank Private Wealth, you can rest assured that your legacy is protected
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    The two basic trust structures are revocable and irrevocable Revocable trusts can be changed after they’re created; transferring your assets to a revocable trust can help you avoid the probate process Irrevocable trusts typically can’t be changed or amended after they’re created Several types of irrevocable trusts are available to choose from, depending on your reason for setting one up
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  • Wills, Trust and Estate Consultation | Standard Bank
    What will happen to your family when you're gone? Plan ahead, we can assist with drafting Wills, setting up Trusts and Estate planning





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