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Trust and Estate Services
Trust and Estate Services
Trust and Estate Services

ANB Financial Services knows that there are no “typical” clients. In a world where you can find the “typical” wealth management and trust products anywhere, ANB does not use a cookie cutter approach. In everything we do – from customized solutions around each client’s unique needs and circumstances to pricing that says, “fair value” – we show that we understand and care.

Trust Management

We believe trust is earned, not inherited. At ANB Financial Services, our promise is to help build, manage and transition your wealth. Trusts are documents customized to achieve your goals; whereby your hard earned financial success is preserved, managed and transferred per your unique wishes.

As a trust fiduciary, the trust professionals at ANB Bank can assist in administering your trust taking into consideration your unique goals, wishes, and concerns. Being held to the highest fiduciary standard, we have legal obligations to provide loyalty, objectivity, accountability, and expertise.

Our services include:

  • Revocable Trusts
  • Irrevocable and Testamentary Trusts
  • Charitable Trusts
  • Estate Settlement/Probate Services
  • Investment Management
  • Managed and Self-Directed IRAs
  • Conservatorship/Special Needs Trusts
  • Planned Giving Administration, including Charitable Gift Annuities
  • Asset Custody
  • Life Insurance Planning
  • Management of Special Assets
  • Multi-generational wealth strategies

Estate Management

Losing a loved one is a very stressful time for any family, and it is often difficult to nominate a family member as your personal representative. Consider naming ANB Bank, a corporate fiduciary, as your personal representative in your estate plan. We have specialized experience and expertise in settling estates and treating your heirs with respect, compassion, and impartiality. Some of the duties performed include:

  • Carry out all terms of the estate plan
  • Collect, inventory and safeguard estate assets
  • Distribute property to heirs
  • Pay final expenses and collect any debts owed to the deceased
  • Complete required federal and state tax filings
  • Calculate proper distribution shares to heirs
  • Maintain detailed accountings
  • Investigates and discharge any debts owed by the deceased
  • Date of death valuations and appraisals
  • Sell real property if required under the estate plan
  • Interact with attorneys and courts, if necessary

Contact ANB Financial Services