Trust & Estate Administration - PremierBank

Trust & Estate Administration

Our knowledgeable trust officers can help you as well as the next generation.  Some of the areas we handle are:

  • Estate Settlement
  • Asset Management
  • Paying of Bills
  • Manage Assets for Minors and Special Needs Beneficiaries
  • Manage and Distribute Scholarship Accounts
  • Custodial Services

Contact our Wealth Management Department

 

Estate Planning Consultation

At PremierBank we offer comprehensive estate planning services, working closely with your attorney and your accountant to help you:

  • Choose your personal representative
  • Avoid probate
  • Establish charitable gifts and bequests
  • Nominate guardians
  • Make provisions for special needs heirs
  • Minimize taxes and reduce the cost of estate settlement

Wealth Management Department

PremierBank has your best interest in mind. Because each individual is different, please contact one of our Trust Officers for more information on how we can help you.

Make An Appointment

If you would like to arrange an appointment with someone from our Wealth Management Department, you can call, fax, or use our Contact Form.

Phone: 920-563-6616, then press 4 for the Wealth Management Department
Fax: 920-568-4065

 

 

Steve Olsen

Steve Olsen

VP-Wealth Management

Jan Ruster

Jan Ruster

AVP - Wealth Management

Christopher D. Martin

Christopher D. Martin

Wealth Management Advisor

Trust Account Access 

To access your trust account, please follow the button below. You will be prompted to enter your User ID and Password.

If you do not currently have a user id and password or need to have your password reset, please call the Wealth Management Department at (920) 563-6616.  The log in process offers enhanced security. If you have questions regarding this, please contact the Wealth Management Department.

Trust Account Login

 

 

Fort Atkinson, Wisconsin
37° F
C
Sunny
N at 4 mph
0 mm
86%
16 km
1023 mmHg
0%
Saturday
34°
23°
-5°
Partly cloudy
ENE at 3 mph
Sunday
34°
22°
-6°
Partly cloudy
WSW at 5 mph
Monday
32°
23°
-5°
Partly cloudy
WNW at 6 mph
Tuesday
32°
29°
-2°
Partly cloudy
SSW at 6 mph
Wednesday
40°
22°
-6°
Moderate or heavy snow showers
SW at 9 mph
Change Location

Market Watch