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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.

Agent for Trustee

Let us help alleviate the pressures of your trust administration duties by acting as your Agent for Trustee. Our team’s knowledge and expertise will take on the responsibilities for administration, investment, record-keeping, tax filings and distributions for current and future beneficiaries.

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.


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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Protect Your Home & More
with SNBinsure

With over 40 insurance carriers, you'll find the right coverage for your needs. You trust us with your financial needs, and you can count on SNBinsure to protect your assets too.

Learn More

Insurance products are: Not FDIC Insured, Not a Deposit, Not Insured by any Federal Government Agency, Not Guaranteed by the Bank, May Lose Value.

Any insurance required as a condition of the extension of credit by Security National Bank of Omaha need not be purchased from the Agency and may, without affecting the approval of the application for an extension of credit, be purchased from an agent or insurance company of the customer’s choice.

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