Trust and Fiduciary Services

A family trust, also known as a living trust or revocable living trust, is a legal document that describes your legacy and directs how your assets are to be managed during your life and shared among and transferred to your heirs following death. Often assets may be retained in the trust following death for the maintenance and protection of your heirs. This type of trust, if properly funded, will avoid probate and pass your estate to your heirs more efficiently.

Trust & Investment Relationship Keeps Legacy Local

“Mabel”* was being pressured by distant family to leave her estate to their out of state foundation, even though she had no interest or connection to its work. That changed when she met the Trust Team at Panhandle State Bank and found out how she could create her own legacy. Thanks to their careful management of her resources and their efforts to identify and document those causes that were important to her, Mabel placed her estate in the trust of the Bank to make distributions to those local charities that served Mabel’s most cherished causes.

Your legacy is safe with Panhandle State Bank Trust & Investment Services, because we take the time and effort to know and care about each individual, and to earn their trust. When we are directed to serve as trustee or executor, we strictly follow not only their written documentation, but also the spirit of their expressed and intended instructions.With us, it’s always personal.