Southwind Bank offers a complete in-house Trust Services Department. Our Trust Services are designed to provide maximum benefit to Trust and Estate Beneficiaries while following the written directives of the settlor of the trust.
We offer a full array of Trust Services including:Trust Administration
ConservatorshipsProbate and Estate Management
- Special Needs Trusts
- Revocable Living Trusts
- Irrevocable Trusts
- Residential Real Estate Management
- Commercial Real Estate Management
- Life Insurance Trust Management
Asset Management for Individuals
- Preparation of decedent’s tax information
- Preparing the inventory
- Handling creditor’s claims
- Arranging for appraisals
- Liquidating assets
- Dividing and distribution of assets
- Processing life insurance claims and other special duties
- Tax information compilation for accountant
- Individualized services as needed
- Bill Paying
Oil & Gas Lease Management
- Written Lease Agreements
- Handle insurance needs
- FSA contracts
- Capital improvements
- Annual inspections
- Collect royalties
- Analyze Lease Bonuses
- Annual evaluation of Leases
The Southwind Bank Advantage
There are significant advantages to using Southwind Bank as trustee, personal representative, conservator or as fiduciary of a special needs trust. These advantages include:
Independent Investment Selection Process: Southwind Bank does not use any proprietary investment products and engages a variety of advisors, broker/dealers, and financial planners to help manage our clients’ assets.
Financially Accountable: Southwind Bank is fully accountable for all Trust Service activities.
Fee Flexibility: We can accommodate assets or accounts beyond the scope of traditional trust companies or banks. Our fee structure enables us to fulfill customer service objectives.
Regulatory Oversight: Our Trust Department is subject to periodic regulatory review and independent audit. A Trust Committee and a Trust Investment Committee review all new accounts and annually review and approve the investment allocations and selections for all accounts. This special oversight is unmatched by non-bank money managers and independent trustees.
Call our Trust Department at 785-483-2300 to schedule your consultation today!
Investment products are not deposits or obligations of or guaranteed by any bank including Southwind Bank, nor are they insured by the Federal Deposit Insurance Corporation, the Federal Reserve, or any other agency. An investment in such products involves investment risk, including possible loss of principal.