Jefferson Bank

TRUST SERVICES

CRAFTING A TIMELESS LEGACY

Trust Services

Creating a lasting legacy is a universal aspiration. Jefferson Bank’s Trust Advisors have guided countless individuals through the intricate process of trust and estate management for decades.

Jefferson Bank Trust Services are available to you through 1900 Wealth. Their expertise is in preserving your personal legacy, tailored to your unique vision. With specialized services and strategies, we strive to provide you with the confidence and serenity of knowing your financial future is safe and secure in their capable hands.

TURNING TO A TRUST

A financial trust embodies a family’s vision for a clear, enduring, and safeguarded legacy. It represents the culmination of years of dedication, insightful decisions, and strategic foresight. While a trust provides security, confidentiality, and uninterrupted inheritance, it can also present distinct complexities. Jefferson Bank’s Trust Advisors will deliver meticulous trust administration and thorough estate settlement services to help you achieve your financial goals.

TRUSTS CAN:

– Provide an option to traditional estate administration
– Plan for management of assets in case of incapacity
– Help with management of unique legacy assets and businesses
– Carry out charitable intentions
– Fund a child’s or grandchild’s education
– Support a family member’s unique needs
– Protect and manage family assets for current and future generations
– Reduce estate taxes