Trust & Estate Administration
Effective trust management or estate planning can play a crucial role in protecting and managing wealth, supporting the financial security of your loved ones, and building your personal legacy. Work with a team that understands the complexities of trusts and estates and has the resources to support yours.
Whether you want to provide for a loved one with special needs, ensure a smooth transfer of your estate, manage charitable bequests, or make sure your farm, real estate or other assets are managed with care, we can help.
Benefits:
- Expertise in managing all the responsibilities of an estate, from day-to-day administration to more complex investment decisions
- Dedicated Trust Officers who understand the regulatory and tax implications of trusts and estate planning
- A full range of fiduciary services and asset management capabilities
- Reliable and consistent communication from our team
Services include:
- Trustee for revocable and irrevocable trusts
- Custodian of assets
- Escrow agent
- Successor trustee
- Executor for probate estates
- Guardian of estates
- Consulting services for document review, and recommendations for financial and estate planning
- Family-office services including select due diligence assistance, bill paying and engagement of additional service providers
Implement a personalized strategy to bring your financial goals within reach.
Create a long-term plan to support your loved ones’ financial security.
Help your organization and employees prosper, today and tomorrow.
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{164} Simmons Wealth Management is a marketing name used by the trust department of Simmons Bank.
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{169} Investment and Insurance Products are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value