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KEEP YOUR ESTATE IN GOOD HANDS

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

Explore More Trust Services

Build & Manage Wealth

Implement a personalized strategy to bring your financial goals within reach.

Provide for Your Family

Create a long-term plan to support your loved ones’ financial security.

Support Your Business

Help your organization and employees prosper, today and tomorrow.

Simmons Bank has offered wealth management services to our customers for more than 117 years, working with individuals, families, businesses and institutions to build, manage and preserve wealth. Let our expertise and guidance help you plan for your financial future.

  • {164} Simmons Wealth Management is a marketing name used by the trust department of Simmons Bank.
  • {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