Trust Complete Family Estate Planning Services

One of the features that makes Delta Trust unique among community financial institutions is our strategic niche in trusts and asset management. Our Trust Department can review your estate planning documents and recommend any changes that need to be made according to the changes that have occurred within your family or financial situation.

Starting from scratch is also simple. Our trust advisors can help review your estate and recommend the various documents such as a will, power of attorney, trust and health care directive.

We also can offer a family other administrative services, such as investment screenings, bill paying and oversight of tax preparation.

If you do not have a relationship with an estate planning attorney, Delta Trust will provide you with a recommended list of local estate planning attorneys, free of charge.

Our Estate Planning Questionnaire will prepare you and your family for your drafting of the proper instruments with your attorney. For a copy of our time tested questionnaire or a consultation with one of our trust advisors and more about our "multi-family" office services, please call 1-800-831-3587 or contact us by e-mail.