We provide our trust clients personal service that meets the needs and desires of each individual client. We can assist you with the following fiduciary services:
- Executor or Administrator
- As agent for individual executors or administrators
- Trustee of many types of revocable and irrevocable trusts
- As agent for trustees
- As guardians or conservators of estates and individuals
Agency relationships of many types
- As power of attorney with regard to financial and business matters
- Self-Directed IRAs
- 1031 Exchanges-qualified intermediary
- Farm Management
Estate Planning Services
- Do you have a will?
- Do you need a trust?
- Have you done adequate estate planning?
- Are your documents and plans up to date?
Does your estate plan
- Include an up to date will or trust?
- Name a guardian for your minor children?
- Name an executor/trustee you are confident will be available and able to carry out your wishes?
For more information regarding the services mentioned above, please contact our Trust Officer, Gary Owen, at 765-676-5100 or email Gary at firstname.lastname@example.org.