elderly couple doing taxes

Testamentary Trust

Protect your loved ones starting today. 


In a Testamentary Trust, sometimes referred to as a Trust Under Will, the decedent's will instructs the executor of the estate to create a trust and the terms of that trust are included in the will. 
 
To learn more about a Testamentary trust, contact our team today.



*Not Insured by FDIC or any Federal Government Agency. Subject to Investment Risk, May Lose Principal Amount. Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate.