Living Trusts

A living trust is a flexible way to manage your assets during your lifetime and simplify how they are handled in the future. It allows you to maintain control while providing a plan for management in the event of incapacity or death – often avoiding probate and maintaining privacy.

Avoids probate for assets held in the trust
Maintains privacy (unlike a will, which become public record)
Provides continuity in the event of incapacity
Allows for more efficient management and distribution of assets
Can be customized to fit your family’s needs

A living trust is created during your lifetime and can be updated as your needs change. You typically serve as trustee while you are able, maintaining full control of your assets.

If something happens to you, a successor trustee steps in to manage the trust according to your instructions – without court involvement.

When Vision Bank is named as trustee or successor trustee, we provide ongoing oversight and administration of trust assets, including:

Coordinating investment management
Handling income and distributions
Maintaining records and reporting
Working with your attorney and CPA

Our role is to ensure the trust is administered according to your wishes while reducing the administrative burden on your family.

Planning With Vision for Every Chapter

Planning for Incapacity

A living trust can help ensure your financial affairs continue to be managed if you become unable to do so. We work alongside your power of attorney and other advisors to provide continuity and support during these situations.
After Your Lifetime

At death, the trust provides clear instructions for how assets are to be distributed. This can help reduce delays, minimize complications, and provide a smoother transition for your beneficiaries.
How It Fits Into Your Plan

At death, the trust provides clear instructions for how assets are to be distributed. This can help reduce delays, minimize complications, and provide a smoother transition for your beneficiaries.

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Not sure if a living trust is right for you? Our team can help you evaluate your options and work alongside your attorney.

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Not a deposit; not FDIC insured; not guaranteed by any federal government agency; not guaranteed by the bank; and may go down in value.

Living Trusts

Benefits of a Living Trust

Ongoing Management

Planning With Vision for Every Chapter

Planning for Incapacity

After Your Lifetime

How It Fits Into Your Plan

Start the Conversation