Trust and Estate Services
Guidance Rooted in Trust
At Central Trust, trust isn’t just part of our name—it’s the foundation of everything we do. Whether you’re planning for the future, managing complex assets, or navigating the responsibilities of settling an estate, we’re here to provide clarity, structure, and experienced guidance.
You’re Navigating a Life Transition
Whether it’s retirement, inheritance, or the sale of a business, we help you create a clear financial path forward.
Legacy Planning
Carry Your Intentions Forward with Confidence
Effective legacy planning provides you peace of mind as you pass on financial security and a lasting impact to your family and other causes you care about. At Central Trust, we believe carrying your intentions forward requires a thoughtful strategy and trusted execution. Whether naming us as trustee, co-trustee, or personal representative, we serve with the fiduciary experience and objectivity needed to help your plan succeed.
Key Features:
- Custom trust structures and legacy planning
- Roles served: trustee, co-trustee, personal representative
- Coordination with legal and tax advisors
- Long-term support for beneficiaries and asset stewardship
Estate Administration
Settle the Details. Support Your Family.
Estate administration can be a complex and emotional responsibility for families. When serving as personal representative or executor, Central Trust manages estate settlement responsibilities with care and professionalism. When working in an advisory capacity, we support executors by assisting with investment-related assets and coordination, as directed.
Key Features:
- Estate settlement and distribution
- Asset valuation and tax coordination
- Beneficiary communication and support
- Accurate record keeping and compliance
Why choose Central Trust?
$11+
Billion in assets
Under Management
With approximately $11 billion in assets under management and more than 100 experienced wealth advisors, clients can be confident we have a proven track record of success. Our low client-to-advisor ratio ensures the personal attention and high-touch service you deserve, while our connection to Central Bancompany provides unmatched stability and resources.
100+
Highly credentialed and
Experienced Advisors
From Trust Yields Possibilities
We help carry your plans forward with care, clarity, and a steadfast commitment to honoring your intentions.