Personal Trusts & Estates Backup
PROVEN EXPERTISE YOU CAN TRUST
Protect, grow and manage your assets for the people and organizations about which you care the most. Our Personal Trusts and Estates Group will partner with your trusted advisors to provide estate, trusts and fiduciary services.
PERSONAL TRUSTS
Let us professionally administer your personal trusts and other fiduciary accounts. We’ll define the specific purpose of your trust and expertly execute the provisions while adhering to applicable trust and tax laws and tending to the needs of the settlors and beneficiaries.
- Revocable Living Trusts
- Irrevocable Trusts and Testamentary Trusts
- Special Needs Trusts
- Charitable Trusts
- Directed Trusts
- Guardianships
- Agent for Fiduciary Accounts
ESTATES
The National Bank of Indianapolis can serve as the personal representative under your will or trustee of your trust. Upon your death, we’ll faithfully carry out the instructions of the will or trust. Our services may include:
- Collecting, securing and valuing assets
- Paying debts of the decedent
- Managing and distributing assets
- Recording and reporting transactions to beneficiaries and the court
- Preparing fiduciary and estate tax returns
- Preparing decedent income tax returns
Banking Solutions
Personal Service
Mortgages