We are a full-service trust company within a community banking environment, focused on a client-first philosophy with reasonable account minimums and fees.
Appointed Trustee or Co-Trustee to manage your trust assets in a fiduciary capacity. Our team of seasoned trust officers will provide the advantage of experience, resources, and independent administration. We also provide the service of Agent for an individual trustee to assist in administration.
Appointed Guardian of Estate or Special Needs Trustee to manage the assets of your loved ones to the highest standards as expected by the court. We will work closely with family members and care managers to meet the specific needs of your family. Special Needs Trusts are a great tool to preserve assets while protecting benefits.
Personalized active management of investments that meet your unique needs and financial plan.
Appointed Executor or Trustee to carry out your wishes pursuant to your estate plan. We have experience in complex estate matters that includes, but is not limited to, businesses ownership succession, estate tax planning, and generational wealth transfer. We also provide the service of Agent for an individual Executor or Trustee to assist in the estate settlement process.
A placeholder for your investments of which you retain full power of trades. We will track cost basis, market valuations, and performance.
We will act as Trustee of your Illinois Land Trust which only holds Illinois real property.
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Below are some common questions you may have that we can answer. Please contact Michael-Anne Peck, Tom Hogan, or Roger Peters. We are happy to answer any questions you may have.
Benefits to having a Corporate Trustee or Executor: