At State Bank, we understand that being a trustee requires not only a specialized array of investment and tax expertise, but also sensitivity to the needs and aspirations of the individuals for whose benefit a trust has been established. As your appointed trustee, we dedicate ourselves to protecting your assets and fulfilling your intentions. This commitment goes far beyond overseeing distributions to beneficiaries. While maintaining objectivity, we understand the changing needs of every beneficiary. We have expertise in exercising discretion as well as in making tough decisions on your behalf.
As your trustee, we can be named in your lifetime trust agreement or your will. We can also act as successor trustee to you, a family member or other corporate trustee originally named in the document.
As trustee we:
Working with a dedicated team builds a close personal relationship that enables us to anticipate the needs of you and your family today, and for generations to come.