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You worked hard. You saved and, over time, you accumulated wealth. For you, financial management was not a spectator sport. You were disciplined about it. Now is the time to create a plan that respects that discipline, protects your assets and allows you to decide how those assets will be used and distributed after you’re gone. Working in tandem with your other advisors, Central Bank’s trust officers offer expertise, excellent service and a personalized approach to trust and estate planning.

If you already have a plan in place or find yourself dealing with a loved one’s estate, Central Bank’s experienced trust team can assist you with the administration of that trust or estate as well.

Trust Services can help you identify strategies which will enable you to preserve and pass on your assets to your chosen beneficiaries.  From the early planning stages, to implementation and administration; our experienced trust staff can help ensure your legacy is preserved for future generations, while protecting your family’s financial security and respecting the values you have aspired to throughout your lifetime.

Trust Services at Central Bank include:

Trust Administration

  • Revocable trusts
  • Irrevocable trusts
  • Irrevocable life insurance trusts
  • Charitable trusts

Estate Administration and Settlement

Custody and Fiduciary Safekeeping

Principal and Income Accounting

Recordkeeping Services

Trust & Estate Planning Review

Wealth Planning (in concert with a financial advisor)

  • Investment management

  • Retirement planning

  • Education savings

  • Charitable giving

Why should I use Central Bank as my corporate trustee or executor?

There are many benefits to using Central Bank; skill and experience, impartiality, preservation of family relationships, continuity and consistency, accountability and more.

Does Central Bank draft trust or other estate planning documents?

No. We cannot practice law and therefore do not prepare trust or other estate planning documents. However, if requested, we can consult with customers about estate planning concepts so they are better prepared when they meet with their attorney. We can also facilitate communication between the customer and their attorney during the drafting and preparation of trust documents to be administered by us.

How is Central Bank compensated?

We charge an asset based fee on all accounts for which we provide fiduciary, administrative and record-keeping support, except for irrevocable life insurance trusts which we charge a flat annual fee. Please contact a Central Bank trust officer for more information.

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You are leaving the Central Bank website. We are not endorsing or guaranteeing the products, information or recommendations provided by the organizations linked to our website. We are not liable for any failure of products or services advertised on those sites. We are not responsible for the validity, collection, use or security of information by organizations that may be linked to our website. We encourage you to read the privacy policies of websites reached through the use of links from the Central Bank website.

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