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
- 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.