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Trusts & Estates

Passing on your wealth and ensuring your legacy isn’t a burden you should carry alone. We can provide thoughtful estate planning and also serve as trustee and executor to carry out your wishes. 

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Working to Preserve Your Legacy

Your entire life you have worked to build something great. Our trust and estate planning professionals have the expertise to help preserve your legacy and provide you the peace of mind you need. We can create an actionable plan to transition your wealth in a manner that provides for your loved ones while reducing family conflict.

Why Use City State Bank for Trust and Estate Planning?

We’ve built our reputation on assisting our clients to ensure that assets are properly managed and effectively distributed according to your wishes. Our trust and estate planning services assist in:

  • Reducing potential family conflicts
  • Providing for your family when you are no longer able
  • Reducing the costs and fees associated with estate and trust administration
  • Managing the complex and ever-changing tax rules and regulations
  • Providing professional accounting of all assets
  • Ensuring no misappropriation of assets
  • Removing family members from burden and risk associated with acting as a fiduciary
  • Providing local and personalized access for your beneficiaries

Our Approach to Trust & Estate Planning

We focus on aligning your values and objectives with your plan. Building long-lasting relationships with our clients allows us to better understand their goals and objectives so that we can develop a clear and actionable plan.

Get Started Today

Don’t go another day worrying about your legacy. Contact any of our Trust and Estate professionals today to schedule your initial appointment.

Not FDIC insured · Not deposits or other obligations of bank and are not guaranteed by bank · Are subject to investment risk, including possible loss of principal

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