Trust & Estate Services
Secure your legacy and ensure your financial wishes are honored.
Estate Planning Guidance
Work with our experienced wealth advisors and trust officers...
Key Considerations:
- Wealth transfer strategies
- Minimizing estate taxes
- Charitable giving objectives
- Business succession planning
- Guardianship designations
Trust Administration Services
Cumulus Bank can serve as a professional trustee or co-trustee...
Types of Trusts We Administer:
- Revocable Living Trusts
- Irrevocable Trusts
- Charitable Trusts
- Special Needs Trusts
- Testamentary Trusts
Estate Settlement
We can act as executor or agent for the executor...
Responsibilities Include:
- Asset gathering and inventory
- Bill payment and tax filings
- Communication with beneficiaries
- Final asset distribution