Trust
SErvices

Secure your wealth

Secure your wealth with seasoned professionals you can trust.  At Security National Bank, we provide investment management, trust and estate services, retirement planning and 401(k) administration for individuals, families and businesses of all financial backgrounds. Enjoy the peace of mind that comes with a dedicated service team invested in a common goal – your lifelong financial success.

Personal Trust

We preserve your family’s financial security by minimizing estate taxes and protecting financial interests for generations to come.

Special Needs Trust

We administer trusts that meet the needs of beneficiaries with physical or mental disabilities while also minimizing impact on government assistance.

Estate Settlement

We offer relief from the burdens of estate duties during periods of grief and mourning so you can focus on what really matters.

Conservatorship

We are appointed by the court to manage financial affairs of those who are limited physically, mentally, and/or by old age.

Unique Asset Management

We help manage family business interests, commercial real estate and partnerships in order to preserve the value of your significant possessions.

Farm Administration

We provide financial management services for agricultural landowners so they can channel valuable time and energy into what they do best.

Household Bill Payment

We handle your everyday financial needs with the hope that we can alleviate time-consuming tasks from your daily routine.


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

Start
Planning

Call us at 402-221-0183 today to get started!

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