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Trust Services

People use trust services to assist with protection and management of assets. You may want to consider using trust services if you own real estate in multiple states, run a family business or want to ensure that you, your family or charities are taken care of should you die or become incapacitated.

Services:
  • Trustee
  • Investment Management
  • Conservatorships
  • Personal Representatives
  • Estate Settlement
  • Real Estate Management
  • Escrow Agent
  • Custody Services
  • Charitable Trusts
  • Life Insurance Trusts

About Allen Trust:
Our members benefit from our relationship with the Allen Trust Company. Allen Trust is independent and local, allowing responsive and flexible service. Its employees bring more than 100 years of combined trust, real estate, investment and financial services experience to you.

Learn more about Allen Trust Company on its website at www.allentrust.com.

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