How We Help

Our team of trust and estate planning professionals will tailor a plan around your financial situation, family dynamics, charitable preferences, and overall wishes. We’ll collaborate with your attorney, accountant, and other advisors to ensure the seamless transfer of your estate.

As executor of your estate and corporate trustee of your trust agreement— we’ll administer your plan in strict accordance with your will, and provide administration of the trust assets to each and every beneficiary.

We understand how delicate estate planning can be, which is why we take the time to get to know your needs and understand your wishes before providing guidance and planning support.

Reach out today to learn more and begin the estate and trust planning process.

Certain investment products, including stocks, bonds, mutual funds and exchange traded funds (ETFs) are not FDIC insured. They are not an obligation or deposit of, nor guaranteed by, SouthWest Bank. These products may involve investment risk and may lose value.

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