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Personal Trusts & Estates

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 create and professionally administer your personal trusts and other fiduciary accounts with assets of $500,000 or more. We’ll define each trusts’ specific purpose, expertly execute their provisions, adhere to applicable trust and tax laws and tend to the needs of the settlors and beneficiaries. In addition to securities, trusts may also include real estate and other unique assets. 
 
  • 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 your personal representative of trusts and wills where we serve as the trustee. Upon the settlor’s death, we’ll faithfully carry out the instructions of the will or trust. These instructions may include the following services:
 
  • 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 tax returns
  • Preparing decedent income tax returns
  • 1099 reporting
  • Performing trusts document and will reviews
  • Consulting with outside tax advisors regarding the development and implementation of estate plans
  • Providing legal consultation with outside counsel
  • Superior service and local decision making
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