Trust and Estate Administration
Personal Trust is a cornerstone in the foundation of Wealth Advisory Services. Our long and distinguished heritage of helping clients by providing personalized care, combined with expanded services and quality resources, has created a family advisory practice that is built on integrity. Our seasoned trust professionals serve families, foundations and businesses by helping to preserve, grow and distribute wealth in the most tax-efficient way. In partnership with your team of specialists, our trust professionals care for your needs by understanding your situation, asking the right questions and listening to what is important to you. We aspire to be your first call.
Personal Trust at 1st Source entails a variety of financial services designed to simplify your life:
- Investment management
- Complimentary bill-paying, including payment of real estate taxes
- Estate and tax planning
- Financial and retirement planning
- Guidance as needed in locating accredited nursing or home maintenance professionals
- Social Security and Medicare consultation
Our trust professionals will give you straight talk and sound advice, helping you create the right investment portfolio to make your financial goals a reality.
The Wealth Advisory Services estate team is here to help you through the difficult task of settling the estate of a loved one. Our team will locate the decedent’s will and submit to probate court while providing professional asset management. Estate settlement can be complex. Our experienced professionals can simplify this process for you.
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|Not FDIC Insured||Not Bank Guaranteed|
|May Lose Value||Not a Bank Deposit|
|Not Insured by any Federal Government Agency|