People You Can Trust
Our Trust Department is prepared to assist your family with the numerous fiduciary tasks arising from serving as trustee of your trust. These tasks include management of your trust assets, communicating with trust grantors and beneficiaries and often serving as an intermediary between you and other professionals. Fulfilling the role of trustee requires extensive knowledge of fiduciary law, investments and estate/income taxation.
Estate Planning
We will help you control how amounts are distributed to the people or entities you care about the most. Having a plan will help to ensure your intentions are carried out.
Estate Administration
West Pointe Bank will manage an estate upon the customer's death and oversee it until the closing and distribution.
West Pointe Bank will manage an estate upon the customer's death and oversee it until the closing and distribution.
Investment Agency Accounts
Accounts designed for investors wanting to acquire the services of a professional money manager and establish a portfolio of investments. Through an agency account, the primary investments we utilize are individual stocks, bonds, and mutual funds.
*Non-deposit investments purchased for customers are not FDIC insured, are not deposits or other obligations of the bank, and are not guaranteed by any bank. Such investments are subject to risks, including possible loss of principal invested.
Not FDIC Insured-Investments in mutual funds, stocks, bonds, annuities and Treasury securities or other investment products, whether purchased through a bank or a broker/dealer.
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