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Trust Services
Wisdom for today. Safeguards for tomorrow.
Protecting, preserving and enhancing your financial legacy for generations to come are the primary goals of Seacoast National Bank's Trust Services team. We offer revocable, irrevocable, corporate and self-directed trusts, as well as estate planning and guardianship services, and we work with you to review and refine your estate plan.
The advantages of a trust are multifaceted and range from placing the burdens of property and investment management in the hands of an experienced, objective trustee, to setting up a tax-savings plan, to simplify protecting your legacy for your loved ones.
Our trust services are designed specifically for our client's 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:
- Revocable trust
- Managed trust
- Investment Management
- Self-directed trust
- Estate Settlement
- Charitable remainder trust
- IRA rollover trust
- Custody Account
- Guardianship services
- Estate Planning
- Tax consulting
- Life insurance trust
Contact us today and let a Seacoast National Bank Trust Officer consult with you on all your options and set up the right trust account for your needs.
