Hire a CEO for your estate.
The trustee’s role is to administer and distribute the assets in the trust according to your wishes, as expressed in the trust document. It's an important role and decision.
Investments are not insured by the FDIC, not a deposit, and may lose value.
The trustee must identify and take title to the trust’s assets, keep accurate records, report to beneficiaries, execute and settle all transactions, protect and insure the property, defend the trust against claimants, and oversee the preparation of tax returns in compliance with state and federal laws.
It would be hard to find anyone in North Texas who has been helping people with personal trust services longer than ANBTX and ANBTrust.
We started in 1926 and have continued to serve more and more Texans with the holding, management and distribution of assets according to the wishes and preferences of the person who started the trust.
Trustees often have to make tough decisions. Placing a family member in this role is burdensome and difficult. As your trustee, we will deliver:
We’d like to bring our expertise to help you with your personal trust account. Call us today at 800.837.6584 to chat to get your financial future all set with ANBTrust.
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Knowledge articles are provided as a courtesy. ANBTX does not provide, and is not responsible for the product, service, or overall content.
