Trust & Estate Services
Protect your loved ones and plan your legacy with our comprehensive trust & estate services. We have a local team of fiduciary subject matter experts with over 100 years of collective experience.
Each of our trust officers has fewer than 50 client relationships, enabling us to deliver the personal attention you’re looking for. We can work with your attorneys, accountants and financial advisors as a seamless extension of your team.
Creating a trust gives you peace of mind. Through thoughtful planning, our seasoned trust officers will work with you to design a trust that secures your legacy and protects the people and causes close to you.
Let us assist you with Living Trusts, Education Trusts, Real Estate Trusts, Charitable Trusts, Special Needs Trusts, Generation-Skipping Trusts, Irrevocable Life Insurance Trusts, Successor Trustees for Living Trusts and more.
Pursue your wealth objectives. Receive tailored investment strategies aligned with your goals, tolerance for risk and time frame.
Create a plan for protecting your assets while ensuring that your wishes are carried out with minimal expenses.
From the safekeeping of your financial assets to interest collection and tax reporting, Fremont Bank has the custody services you need.
Our Head of Trust and Fiduciary Services explains why so many of our clients have incorporated trusts into their financial planning and why it probably makes sense for you to do so as well.
Fremont Bank has a suite of banking, investment, trust and estate services to help you achieve your financial goals.
Access exceptional features, convenience and perks.
Start or support your business with all the financial services a small business could need.
Take advantage of great rates for purchasing and refinancing.
Trust and Investment Management Services offered through Fremont Bank:
|NOT A BANK DEPOSIT
|NOT GUARANTEED BY THE BANK
|MAY LOSE VALUE
|NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Fremont Bank and its representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique. Consult your tax advisor for advice and information concerning your particular situation.
Deposit products offered by Fremont Bank.