Wealth distribution you can trust.

We work with you directly to develop the trust strategy that's right for you.

Trust Services

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.

Estate Administration

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.

Equal Housing Lender

Deposit and loan products offered by Bank of the West, Member FDIC

Investments and annuities are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC. Financial Professionals are registered representatives of BancWest Investment Services. BancWest Investment Services is a wholly owned subsidiary of Bank of the West. BancWest Corporation is the holding company for Bank of the West. BancWest Corporation is a wholly owned subsidiary of BNP Paribas. BancWest Investment Services is not a tax or legal advisor. Please consult your tax or legal advisor for more information regarding your personal situation.

Fixed annuities/insurance products are offered through BancWest Insurance Agency in California (License # 0C52321) and through BancWest Insurance Agency in Utah, and through BancWest Investment Services in AZ, CO, IA, ID, KS, MN, MO, ND, NE, NM, NV, OK, OR, SD, WA, WI, WY, HI, GUAM and CNMI.

Investment and Insurance Products are:
Not FDIC Insured • Not Bank Guaranteed
May Lose Value • Not a Deposit • Not Insured by any Federal Government Agency.