Trust Services

For You. For Them. Forever.

You have accumulated significant wealth and are undoubtedly concerned with making sure your current prosperity grows and develops into longstanding security. We have a team with an established history of successfully assisting families and businesses with their estate and financial planning needs. At Security National Bank, you can rest assured that your legacy is in the hands of seasoned professionals.

Personal Trust

Transitioning your wealth to the next generation involves a number of complex steps. We will protect your family’s financial security by working with you to create a trust that minimizes estate taxes while protecting the financial interests of your loved ones. Furthermore, we will meet with you on a quarterly basis to review your portfolio’s success against your stated goals.

Estate Settlement

Settling estate affairs is never an easy matter. It’s the last thing your family should have to consider or deal with after the loss of a loved one. Working with Security National Bank, we can act as your estate representative and relieve your family from this burden during this difficult and emotional time. We oversee every step in the process to ensure your predetermined wishes are fulfilled.

Retirement Planning:

We can help you, as an employer, design a retirement plan unique to your company’s needs and employees’ retirement goals. A variety of investment options are available. Once a plan is adopted, our retirement professionals provide comprehensive employee education.

Individual Retirement Accounts:

  • Traditional, ROTH, Rollover IRAs
  • Qualified Retirement Plans: 401(k), ESOP plans, profit sharing and money-purchase pension plans
  • SEP and SIMPLE Plans

Other Trust Services:

  • Custody Services
  • Conservatorship
  • Escrow
  • Guardianship
  • Household Bill Payment

Whether you want to build your legacy, protect it or both, the first step is getting in touch with us.

Disclaimer

Investment and Insurance Products:

- Not FDIC Insured
- Not a Bank Deposit
- Not Bank Guaranteed
- May Lose Value
- Not insured by any Federal Government Agency