Trust and Fiduciary Services

An estate plan may have a more significant impact on your family than any other financial decision you make. The time to act is now. United Bank & Trust’s professional trust administrators provide expert, discreet solutions, professional trust, responsive service and most importantly, peace of mind.

  • Estate and Trust Management

    United Bank & Trust’s Wealth Management Group can be counted on to carry out your wishes as:  

    • Trustee
    • Conservator
    • Personal Representative or Agent
    • Agent under Durable Power of Attorney

    Learn More



  • Estate Planning and Administration

    United Bank & Trust’s team of advisors work with you and your attorney to craft an estate plan that meets your needs and objectives with respect to transferring your assets to your beneficiaries. We can help with:

    • Wills
    • Trusts
    • Durable Powers of Attorney and Advanced Directives

    Learn More



  • Charitable Giving

    You've worked hard. Now you want the fruits of your labor to make a difference in the lives of your heirs, as well as find ways to support the causes you believe in. United Bank & Trust can recommend tax-efficient ways to help hand more down to the next generation and create a philanthropic legacy. If you are interested in leaving a gift to charity, you may want to consider:

    • Outright gifts
    • Pledging gifts that cover a defined period of time
    • Trusts
    • Donation of life insurance proceeds

    Learn More



  • United Legacy IRA

    This unique account combines the substantive terms of a trust and the tax advantages of an IRA, allowing you to leave a legacy to your children or grandchildren in the most tax-efficient manner possible. Benefits include:

    • You maintain control of your assets
    • Rest assured, knowing your distribution elections are being carried out
    • Your assets pass to your beneficiaries in a manner consistent with your estate plan

    Learn More




Trust and Fiduciary Features & Services:

  • Experienced professionals
  • Responsive service
  • Custom estate plans
  • Advice on charitable giving
  • Solutions for financial legacies

Curious about Internet Banking?

Learn more.

Click Here >