Personal Trust Services

Personal Trust Services for Revocable, Irrevocable, Testamentary, and Special Needs Trusts

  • Managing and investing trust assets

  • Distributing trust income and principal according to Trust Agreement Directives

  • Keeping detailed records of all transactions

  • Providing you and other beneficiaries with regular statements of your account

  • Preparing the trust’s tax returns



Ready to get started?

A dedicated trust officer will be assigned to all accounts for which Valley serves as trustee or co-trustee.