Specializing in personal trust services, Bank of the West has earned an excellent reputation among estate planning professionals for our expertise, integrity and responsiveness.
We manage a wide variety of trusts including:
- Living and Testamentary Trusts
- Charitable Remainder and Lead Trusts
- Special Needs Trusts
Individual Retirement Account (IRA) Services
When you choose our services for Rollover IRAs, our specialists work with you so your personal investment and retirement objectives work in tandem to meet a single objective – the attainment of your personal financial goals.
Our estate administration specialists are knowledgeable in the numerous fields required for the complex duties of a professional executor, including: probate procedures, investment management, and taxation. Our services include:
- Probate administration
- Probate agent for the executor
- Conservatorships and guardianships
Valued Special Services
Our full range of financial capabilities distinguishes the breadth of services we offer:
- Personal Trust Real Estate Services: we support sales, leasing and property management services in connection with our trustee responsibilities.
- Asset Custody services: clients who manage their own assets choose to place their confidence in our accounting and clearing services.
- Estate and Tax services: we offer experience in probate estate administration and associated tax reporting and provide value in servicing you on an ongoing basis.