PremierBank | Estate Planning

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PremierBank Estate Planning & Management

We offer comprehensive estate planning and administrative services. Our team of experienced professionals will work closely with you and your attorney and your accountant to choose your personal representative, avoid probate, establish charitable gifts and bequests, nominate guardians, make provisions for special needs heirs, and minimize taxes and reduce the cost of estate settlement.

 The PremierBank Estate Management Difference

  • Unquestioned integrity and freedom from personal bias.
  • Familiarity with special tax questions that arise when an estate is settled.
  • Experience in caring for all types of assets and holdings.
  • While an individual executor could die or become incapable of of managing your estate, we're Here. For you. Always.
  • Informed investment judgement.

Customers discussing trust administration options with a wealth management advisor at PremierBank

Trust Administration

Often tied to estate management is trust administration. Learn about the ways PremierBank's seasoned wealth management professionals can help you with a wide range of services, no matter what type of trust you choose.

Discover More About Trust Administration

Contact The PremierBank Wealth Management Team

Send us an email, or give us a call for more information. 
Email Us
Phone: (920) 563-6616 ext. 3070

You should always consult with your tax advisor before making any decisions. Not FDIC insured, not insured by any government agency, no bank guarantee, may lose value.

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