Trust Services
Over 100 years of experience in trust and estate planning.
Peoples Bank was founded in 1902 as a Bank and Trust company, meaning our clients receive over 100 years of experience in trust and estate planning. When you sit down with one of our Trust Officers, we will listen to your financial needs to understand your preferences for how money is managed, spent and protected.
Create a plan about you.
And, when you’re ready to retire, we’ll help you establish a succession plan, building long-term value to maximize your years of hard work. You may also consider setting up a trust to protect your assets and financial legacy. We will walk you through the different types of trusts and acting trustee/co-trustee options.
Our local advisors are always available to offer advice or service additional requests you may have throughout the process. As a Peoples Bank client, you are assigned a Relationship Manager who you can go to with any questions or concerns. Rest assured – we will be with you every step of the way.
Trust Services Features
Financial Planning
Financial and succession
planning with a Trust Officer
Reviews
Periodic financial data
and monitoring updates
Local Support
Assigned Relationship Manager you can go to with questions
Learn more about Trust Services.
Fill out an interest form or contact [email protected] or 800.860.6107.
