Fiduciary Trust Services

Times have changed. Today, people of all income and asset ranges – such as young families, empty nesters, and retirees – are using trust and estate services. People just like you.

The SENB Partnership

Defined Objectives, Desired Outcomes

 

At SENB, our job is to be your trusted wealth advisor, to not only handle the transactions, but to protect and grow family wealth. That’s why we offer investment advice with accountability – responsible, professional advice based on the highest standards.

Here, you’ll find …

… the transfer of assets to be straightforward

… estates closed in a timely manner

… decades of experience

… face-to-face, professional service

SENB Wealth Management‘s trust and administration services are here for you during life and will be here for your loved ones after your passing.

SENB Wealth Management provides a full array of corporate trustee and executor services. Our financial professionals have extensive experience serving as sole fiduciary or as a co-trustee with a family member or trusted friend. Oftentimes, with complex family structures, a corporate trustee like SENB Wealth Management is best suited to objectively manage difficult family situations.

SENB Wealth Management’s fiduciary services include:

  • Revocable and Irrevocable Trust Administration
  • Trustee Services
  • Estate and Trust Settlement
  • Executor / Administrator / Personal Representative / Agent
  • Guardianship / Conservatorship Appointments / Special Needs Trusts
  • Directed / Complex or Disputed Trusts
  • Custody Services
  • Charitable Trust Arrangements
  • Foundation and Endowment Management 

 

Financial Planning    Investment Management    Retirement Plans

 

Start a New and Lasting Partnership Today

To get started, stop in or call our financial professionals today at (309) 743-1202.

Not FDIC insured, not a deposit or other obligation of, or guaranteed by, the bank, and subject to investment risks, including possible loss of principal amount invested.