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Trust

Leading industry advisors helping to build your legacy.
Estate Planning

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.

Our trust advisors can help review your estate and assist in gathering and explaining the basic documents of an estate plan, such as:

  • Living Revocable Trust & Pour Over Will
  • Financial Power of Attorney
  • Health Care Proxy
  • HIPAA
  • Living Will
  • Irrevocable Life Insurance Trust

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.

Meet With Us

We are ready to discuss your financial needs. Scheduling a time to meet with us is simple, just click here.

Expert Spotlight
Elizabeth Busbea

Click here to read the bio of Elizabeth Baker, Personal Trust Administrator/Custody Service Administrator

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