1ST SUMMIT BANK's Trust Department offers fiduciary services in which we will assist you with your financial matters. These fiduciary services include:
Will
A Will is often said to be the cornerstone of any estate plan. Creating a Will allows you to give what you have to whom you want, when you want. Guardians may be named in your Will to raise your minor children and also for asset protection. You are able to put language in your Will to protect your heirs from themselves. Their inheritance could be paid out to them over a period of time, instead of one lump payment.
Without a Will, the Court will assign an Administrator to handle your estate. In addition, your assets will be distributed according to a set of laws developed by the Commonwealth of Pennsylvania. Maintain control of your family legacy by having a Will drafted.
Naming the Bank as your Executor and/or Trustee allows your family the emotional healing time they need, without being overwhelmed by settling your estate. When family dynamics exist, the Bank can help maintain family harmony.
If you are interested in this item and have some questions, feel free send an inquiry.
Click Here
On the Go?
Scan our QR code and use your phone to access our catalog.Text 1SUMMITBANK to 866-866-5545