Trust and Estate Planning

Financial security for everyone

Peace of mind, not just for the elderly or wealthy.  Let our Certified Trust Advisors help you set up trusts, ensure proper beneficiary designations, have a will prepared, and more!

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Trust Services

Establish financial security for you, your family, or your favorite organization. Our trust specialists can offer flexibility, privacy, and help you maintain financial security for you and for family.

Purposes could include:

  • charitable giving
  • educational needs
  • wealth accumulation/preservation
  • alleviation of financial burdens from family

Estate Planning and Administration

Make sure your assets are distributed according to your wishes.

We help our customers take full advantage of tax-saving opportunities to insure your family receives maximum benefit of your assets. By appointing an institutional executor, we can help reduce the burden on your family.

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Frequently Asked Questions

What is estate planning?

Almost everyone has an estate. In fact, your estate is comprised of everything you own— your car, home, checking and savings accounts, investments, retirement accounts, life insurance, furniture, and personal items/family heirlooms. It doesn’t matter how large or how small your estate is, you can’t take it with you when you depart.

Is estate planning for everyone?

Yes. Estate Planning is not just for older people, it’s just that people tend to think about it more as they get older. Unfortunately, nobody can predict exactly how long they will live. Illness and accidents happen to people of all ages, and from all walks of life.

Estate planning is also not just for “the wealthy.” Good estate planning can benefit families and individuals regardless of the level of their assets.

One of the most simple steps in Estate Planning is to have a will and to make sure you have the proper beneficiary designations on life insurance, retirement accounts (IRA, 401(k), 403(b)(7), etc.), checking accounts, and savings accounts.

Why Choose MCNB Trust and Financial Services?

By appointing MCNB Trust and Financial Services Division as an Institutional Executor, we can help reduce the burden on your family. We help our clients plan, and then we execute the distribution of their assets upon death, according to their wishes.

Often times with the death of loved ones, a family member will be made executor of the estate. This can be very stressful not only for the executor, but can create ill will and mistrust between siblings and other family members. By using MCNB as an Institutional Executor, the responsibility for dividing assets can be given to a third party.

We help our clients take full advantage of tax-saving opportunities to insure your family receives maximum benefit of your assets when they are distributed. This can be very important, regardless of the size of your estate.

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