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Trusts and Estates
Taking the long view of your future is wise. With comprehensive planning today, you can provide a secure future tomorrow – not only for yourself, but also for your family and to the charities that matter to you.
When you choose Bell as your fiduciary partner, you provide a legacy that protects your family and beneficiaries, even after you are gone.
Planning for the years ahead can be overwhelming. You can trust Bell to help you secure your future.
Find financial guidance in our Advice Center
Choose our team as a fiduciary advisor for estate and financial planning affairs and as a portfolio manager over diverse assets including real estate. We tailor each relationship to address core objectives, concerns and specific planning matters.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.
Trusts and fiduciary relationships are remarkable tools that work within your personal financial plan to facilitate tax savings, asset protection, financial security and preservation of family relationships.
Bell Bank serves as the fiduciary for a variety of relationships, each of which guards your legacy in a different way.
Let us help you navigate the complexities of trusts and estates. Just call us to start the conversation.
Bell Wealth's philanthropic solutions team also helps nonprofits, foundations and endowments by serving as a trustee or in an agency capacity for nonprofits, endowments and foundations. These professionals help your institution or organization through services including:
Work with Bell to ensure your estate, trusts and assets are in order.
By serving as a personal representative for an estate, we make sure the estate assets are properly inventoried, valued and distributed according to the decendent’s wishes. As conservator, we protect and manage the assets of an individual who can no longer manage their own financial affairs.
An executor collects assets, pays debts and distributes the remainder to heirs. In an estate of even modest proportions, the executor must:
Meet your trusts officer who can help you with your banking needs.
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Save thousands at closing with no mortgage origination fee.
Save stacks of paper (and several trees) when you choose paperless statements. Plus, you’ll get $5 per deposit account the first time you switch to online paperless statements.
Refer a new customer to Bell, and you'll each get $50. Spend it on a nice dinner (or whatever you want)!