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Miscellaneous Services

A few local banks have Trust Departments qualified to evaluate and assist seniors and their families with special financial needs; including the following services:

  • Agency Account-Assistance with paying bills.
  • Custodian Account-Assistance with holding assets.
  • Power of Attorney Account-Assistance with general financial issues.
  • Investment Management Account-Assistance with investment portfolio.
  • Trustee or Successor Trustee of a Trust.
  • Executor for an Estate

These services require management expertise and are usually accompanied by charges. If professional money management is needed, call or visit a local bank authorized to provide Trust Services. For help check the yellow pages.