Trust & Estate

Trust & Estate

Individuals with business ownership stakes, complex family situations, or a wide range of assets – or those representing them – require comprehensive trust and estate banking services to ensure proper distribution of funds and property. 

Experienced advisors

Our Relationship Managers are familiar with California court system requirements

Collaborative approach

We foster a team environment, with frequent communications and hands-on service

Resources and insights

Our specialists understand the challenges faced by estate planners, probate litigators, and fiduciaries – and how to solve them

  • Multiple administrators, conservators or trustees 
  • Simplified account opening process
  • Court blocked accounts services
  • Banking and fiduciary services
  • Multi-Million Dollar FDIC Insurance Available1