Personal Trust & Estate Planning

Providing trust and fiduciary services is a responsibility that Herring Bank Wealth Management takes very seriously. Our trust officers and support staff have the expertise and experience to carry out the most intricate estate plans for our customers. Trusts are flexible tools that can help ensure your hard-earned success is preserved, protected and transferred as you intend.

In serving as trustee or agent for a trust, we create sophisticated wealth transfer strategies that provide continuity for the family over generations. We protect beneficiaries from mismanagement of trust assets and provide peace of mind in relieving family members of the unnecessary burden that can often come with overseeing a trust from beginning to end.

You can count on Herring Bank Wealth Management to provide proactive, expert trust advice to help you navigate the complex and often emotional decisions that come with providing for you and your loved ones’ futures.

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