Trust and Estate Settlement

Real-Estate-129343031.jpg

Design and implement your estate plan.

Trust Services

We will work closely with you to understand your comprehensive financial picture and create a customized financial plan for asset preservation. Trust Services Login

Revocable Trusts

  • Quicker, more efficient estate settlement, privacy, disability planning.
  • Useful for individuals whose goals include avoiding probate and public scrutiny.

Irrevocable Trusts 

  • Independent Bank serves as an impartial, professional trustee.
  • Appropriate whenever you want to leave someone assets without the burden of management.

Charitable Trusts

  • Endowment Funds professionally managed by Independent Bank to enrich your community.
  • Independent Bank acts as trustee for charitable trusts created as a part of your gift planning.

Special Needs Trusts
Specialized provisions of this trust ensure that beneficiaries who are disabled can enjoy the use of property intended to be held for their benefit, without losing eligibility for public assistance or other government benefits. 

Estate Settlement

By appointing Independent Bank as your Personal Representative, you can have peace of mind knowing that your wishes will be carried out professionally and objectively by our local team of bankers and that your assets will be safe and secure.

Independent Bank can either act as Personal Representative or assist the Personal Representative in carrying out their responsibilities to perform the following duties:

  • Collect, value and safeguard all assets
  • Distribute or sell assets in accordance with your estate plan
  • Coordinate all estate and income tax preparation
  • Prepare accountings and perform cash and investment management
  • Pay all expenses

Scholarship and Grant Opportunities

Scholarships: as a part of our long-term commitment to the communities we serve, Independent Bank administers scholarships and grants designed to assist students and families. More details to follow.