Trust & Estate Administration

Safeguard your assets and ensure they’re distributed according to your wishes. Let us create ease for your loved ones by administering your trust. We serve as trustees, executors, or investment agents for our clients. However, we do not offer trust checking accounts. For assistance with this, we encourage you to reach out to one of our branches.

Schedule a complimentary review of your trust or will (510) 456-6955

Build, Manage and Protect Your Wealth

Whether you are looking for a trustee of your own trust or you’re a beneficiary of a trust, Fremont Bank can provide the highly personal service you deserve. Our seasoned trust officers are subject matter experts in estate planning, and they’re genuine and caring about satisfying clients’ various needs.

What Trusts Do

Trusts can provide for professional oversight of your financial affairs, have tax-saving opportunities, and allow you to specify how your assets will be distributed to heirs and charities.

Why You Need a Trust

A personal trust can give you the flexibility to make long-lasting decisions that will benefit the individuals or causes important to you.

The Importance of Fiduciary Guidance

Whether you need Trust or Probate Administration, Fremont Bank experts ensure the careful oversight of your will and the diligent management of trusts, providing you peace of mind.

Trust & Estate Administration

Trust & Estate Services Highlights

Fremont Bank’s seasoned trust officers are fiduciary experts. We’re here to assist you with personal service and support, whether you need a trustee of your own trust or you’re a beneficiary of a trust.

Personal Trust Management

We manage Revocable, Irrevocable, Charitable Trusts, Trusts with Real Estate, Special Needs Trust and more.

Corporate Trustee Services

Grantors can select us as a corporate trustee. We’re experienced in family wealth issues and provide unbiased guidance.

Transparency

We establish transparent expectations upfront with co-fiduciaries and beneficiaries to avoid any surprises.

3 Ways to Get Started

Whether we serve as a trustee or co-trustee, we can help secure your legacy.

Get to Know Us

Meet the team behind our Trust & Estate services.

Learn More

See how we can help you plan for your future.

Explore All Our Services

Free Consultations

Schedule an appointment with no obligation.

(510) 456-6955

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Trust and Investment Management Services offered through Fremont Bank:

NOT A BANK DEPOSIT	NOT GUARANTEED BY THE BANK	MAY LOSE VALUE
NOT FDIC-INSURED	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.