Estate Planning/Trustee/Estate Settlement Services

One of the best gifts you can give to your family (and yourself) is to have your financial life in order with provisions for the professional care and administration of your trust and/or estate. The ultimate benefit is peace of mind for you and…for your loved ones.

Mom playing paddy cake with daughter on her lap

Our team of Trust Officers collectively possesses more than 120 years of experience in dealing with families involving all types of trust arrangements, including the following: 

  • Living Trusts
  • Testamentary Trusts  
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts
  • Marital and Family Trusts
  • Special Needs Trusts
  • Guardianship
  • Estate Settlement Services

Trust administration is complicated and requires a thorough working knowledge of fiduciary law, estate planning, investment management, and taxation issues. It also demands extraordinary people skills, absolute commitment to impartiality in dealing with beneficiaries, and the ability and willingness to always be available.

Our Trust Officers possess all of these attributes. We augment these qualities via extensive continuing education, cutting-edge resources, flexibility, and unrelenting focus on serving your loved ones with integrity and dedication. 

The Power To Plan Bigger | Choosing the Right Trustee

EMAIL or call (608) 826-3570 for further information on how our Wealth Management Division can help you meet your financial goals.

MEET OUR WEALTH MANAGEMENT TEAM that is located at our Madison Office, 455 S. Junction Rd., Ste. 100. Madison, WI 53719.

Investment Products:

Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value