Trust Services at Legacy Bank

In keeping with our full service private banking capabilities, Legacy Bank can assist you in the planning, creation and administration of private, charitable and foundation trust accounts.

No matter how simple or complex your trust objectives are, Legacy Bank offers the expertise to make your strategy a successful one. Our trust specialists know the ins and outs of developing and managing intricate trust funds, offering you financial rewards as well as peace of mind.

As you would expect from Legacy Bank, our individual trust advisory services can assist you with traditional trust issues such as professional investment management, charitable giving, financial and estate planning.

Please contact your Legacy Private Banker for more information on your specific needs.

Investing involves risks, including possible loss of principal. Please consult the prospectus before investing in any mutual fund. Insurance products are offered through insurance agency affiliates of Legacy Bank. Securities and insurance products are not deposits, are not FDIC insured, are not insured by any other Federal Government Agency and may go down in value. You should consult with your tax and legal advisors concerning the tax and legal consequences of any transaction or investment. Legacy Bank does not offer or provide tax or legal advice, but will work with your tax and legal advisors to provide you outstanding products and services