Irrevocable Trust
An Irrevocable Trust is designed to help protect assets and support long-term estate planning goals. Because this type of trust generally cannot be changed once it's established, it can be an effective option for individuals with specific financial, family, or charitable planning objectives.
Irrevocable Trust Can Help You
- Protect assets for future generations
- Support long-term estate planning goals
- Provide for charitable or family planning objectives
- Create a trust designed to remain in place once it's established
- Work with your attorney to create or update your estate plan
What Happens Next?
If an Irrevocable Trust is right for your situation, your attorney will prepare the trust documents. Our Trust Services team can then serve as Trustee, Co-Trustee, or Successor Trustee, taking on the fiduciary responsibility of administering the trust according to its terms and in the best interests of its beneficiaries.
Let's Talk About Your Plans
Every family's goals are unique, and the best way to determine if an Irrevocable Trust is right for you is to start with a conversation. Our Trust Services team is here to answer your questions and work alongside your attorney to help you move forward with confidence.
Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.
