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What Can a Trust Do For You?

Trusts are flexible tools that can help ensure your hard-earned success is preserved, protected and transferred as you intend. We at Resource Bank Trust administer a broad array of trusts to meet your unique goals for today and tomorrow.

Investment Management and Administration

Among the services we offer are:

  • Wealth transfer planning
  • Custom trust solutions
  • Trust administration
  • Estate settlement services
  • Guardianship services
  • 1031 Exchanges

Count on Resource Bank Trust to provide proactive expert advice to help you navigate the complex and often emotional decisions that come with providing for both you and your loved ones' futures. We can act as sole trustee, co-trustee, or successor trustee - depending on your preference. The trustee accepts legal responsibility for carrying out the terms of the trust and performs many or all of the following responsibilities:

  • Accounting and reporting
  • Investment management
  • Securities custody
  • Tax-related responsibilities

For further information on Resource Bank Trust Services, please call Jim Dombek (JD, CTFA, ATFA), Keith Akre (CFA, CFP), Mary Phelan (CTFA), or Stacia Little at (815) 748-1606.