Our Services

Select from our suite of services to start protecting your assets and your loved ones

Personal Trust Services
Valley Wealth & Trust

Personal Trust Services

We can serve as trustee offering professional asset management and administrative services, including managing and investing trust assets; distributing trust income and principal according to trust agreement directives; keeping detailed records of all transactions; preparing the trust’s tax returns; and providing you and other beneficiaries with regular statements of account.


 
Agent for Executor or Trustee
Valley Wealth & Trust

Agent for Executor or Trustee

If you have been named to serve as executor of a family member’s or friend’s estate, we can perform many of the administrative functions including handling the estate’s recordkeeping, helping you invest the estate assets and preparing any required reports for probate court, and/or the estate’s beneficiaries.


 
Custody Accounts
Valley Wealth & Trust

Custody Accounts

As custodian of your investments, we can protect your securities and deposit dividends and interest payments; distribute investment income; execute, buy and sell orders on your behalf; keep you informed about mergers, conversions, bond maturities (plus any other events that may affect your investments); and provide periodic statements of all your account transactions.


 
Escrow Account Services
Valley Wealth & Trust

Escrow Account Services

Our seasoned trust officers are well versed in all the intricacies of administering escrow accounts. We can act as an escrow agent to carry out your instructions along with the safekeeping of assets that only a federal bank trust company can provide.


 
Estate Settlement Services
Valley Wealth & Trust

Estate Settlement Services

As Executor of your estate assets, we can perform a number of essential functions, including managing and investing assets, paying your estate’s expenses, collecting debts, preparing tax returns and much more.