Trust Solutions

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Let Us Help You

Protecting, preserving and enhancing your financial legacy for generations to come are the primary goals of Seacoast National Bank's Trust Services team. Our trust services are designed specifically for our clients' complex finances. Our certified professionals work with you to create a comprehensive plan for the transfer of your assets through estate planning and family succession, while helping you to meet your financial needs today. We offer a full range of trust products and services including:

Fiduciary

  • Revocable Trust
  • Irrevocable Trust
  • Agent for the Trustee
  • Charitable Remainder Trusts
  • Life Insurance Trusts
  • Estate Settlement

Planning

  • Special Needs Trust
  • Guardianship of the Property
  • IRA Rollovers

Management

  • Investment Management
 
800.706.9991
Products and services referred to on this page are provided by Seacoast National Bank and are not associated with or offered by INVEST Financial Corporation.