Revocable (Living) Trust
A Revocable (Living) Trust allows you to maintain control of your assets during your lifetime while creating a plan for how they'll be managed and distributed in the future. Because the trust is revocable, you can update or change it as your needs and circumstances evolve.
Revocable (Living) Trust Can Help You
- Maintain control of your assets during your lifetime
- Update your trust as your needs and circumstances change
- Plan for the possibility of future financial incapacity
- Simplify the transfer of assets to your beneficiaries
- Work with your attorney to create or update your estate plan
What Happens Next?
If a Revocable (Living) 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 a Revocable (Living) 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.
