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When you are considering who to name as your trustee or successor trustee, Delta Trust is ready and experienced to provide you and your family with personal and extensive trust administration services. We have a long history of trust administration and working with families to ensure that everything is done according to your trust agreement.
Our trust department listens to you and your current needs and balances that with the goals of preservation of assets to maintain the trust for a long term relationship.
We know and work with locally recognized estate planning attorneys and accountants to maintain your local professional associations.
The fees for our trust administration are competitive and comprehensive for all of the services we provide for you and your family.
To contact one of our trust advisors, please call 1-800-831-3587 or contact us by e-mail.
One of the features that make 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.
If you are looking for a personal money manager to provide fixed income and/or equity investment management, our Trust Department has an experienced portfolio management team that can provide you and your family with tax sensitive income, diversified growth or a combination of both in a balanced portfolio according to your investment objectives.
Delta Trust uses several sources of objective research for our investment decisions and selections of fixed income and equity assets.
We can also provide you with investment performance measurement that compares the relevant benchmarks for the type of fixed income and equity investments in your portfolio.
Our fees are very competitive for our money management services. To find out more, please call 1-800-831-3587 or contact us by e-mail.
Through our trust administration and operations, Delta Trust is a leader in our market in providing insurance trust services. We focus on the administration of providing the required notices to beneficiaries and timely payments of life insurance premiums.
Please consider our trust department to serve as your trustee for a successful administration of your life insurance trust.
To contact one of our trust advisors, please call 1-800-831-3587 or contact us by e-mail.
Our trust department has recognized the need for clients to have a local custodian for self directed IRA's to hold non-liquid investments including hedge funds, promissory notes, mortgages, oil, gas and real estate.
Delta Trust will work with you to facilitate these investments in your IRA and to provide you guidance together with your legal and tax advisors to assist you following the IRS rules governing self directed IRA's.
To contact one of our trust advisors, please call 1-800-831-3587 or contact us by e-mail. | 
