Wealth Preserve

Trusts and Related Services

Whether you’re interested in a trust, estate planning, philanthropic giving, gifting strategies, or related services, we’ll help ensure your assets are protected—and your legacy is fulfilled.

With our trust services, our experienced team will work with you and your attorney to customize a trust that’s in line with your vision for the future. From there, we’ll administer and invest your assets in the best interests of your beneficiaries. We’ll even disburse checks and property according to trust terms, file taxes, and manage insurance policies.

Trust funds aren’t just for the wealthy. They can provide for your loved ones and keep your money safe while doing things like paying for college, providing for disabled family members, and protecting assets from creditors, lawsuits, and divorce.

Living Trust

Place your assets into a trust for your benefit during your lifetime. After that, they’ll be transferred to your beneficiaries. Living trusts are often revocable, which means you can change them at any time.

Irrevocable Trust

Irrevocable trusts can’t be changed after the agreement is signed. Many living (or revocable) trusts become irrevocable after the person who initiated the trust dies.

Revocable Trust

If you’re thinking of setting up a revocable trust, Northwest Bank has the expertise you need. We’ll guide you through the estate planning process and show you how setting up a revocable trust can provide for the needs of your family while acting as a powerful tool to reflect your values and wishes for decades to come. We have the investment experience necessary to soundly manage your assets, including administering estates and managing trust funds for young or disabled beneficiaries.

Testamentary Trust

Also known as a will trust or trust under will, a testamentary trust takes effect upon the death of the person who initiated the trust.

Estate Planning and Settlement Services 

Northwest has the expertise to design an estate plan that’s exactly how you want it—all while dramatically reducing estate taxes and preserving your legacy. If you don’t have anyone to act as executor or agent of your estate, we can do that, too.

We’re here to help you through any changes. Even if you feel good about your plan, it's smart to have a full investment and insurance plan done every five years. You may need to add long-term care insurance, put a trust in place to protect your estate or make sure all your beneficiaries are up to date. Whatever the changes might be, we'll help you find the best solution to fit your needs and wishes.

Professional Investment Management

When it comes to your trust’s assets, we can work with you to develop a portfolio and adjust to market conditions to lower risk and increase the chances of long-term success.

IRA Management

No matter how you’re saving for retirement, we can help you protect those assets to ensure they’re passed down according to your plan.

Gifting Strategies

If you’d like to finance the dream of college for your children or grandchildren, we’ll show you how to take full advantage of the tax benefits available to you.

Charitable and Philanthropic

You’ve been successful in life. Now you want to leave a meaningful legacy. We’ll help you select a plan to fulfill your philanthropic goals as well as provide significant tax benefits both now and at the time of your death.  

We’ll always act in your best interest. Our team is required to complete ongoing training and industry-specific certifications, so you’ll always receive expert advice based on the latest trends and forecasts.