Trust & Estate
Trust & Estate
Individuals with business ownership stakes, complex family situations, or a wide range of assets – or those representing them – require comprehensive trust and estate banking services to ensure proper distribution of funds and property.
Our Relationship Managers are familiar with California court system requirements
We foster a team environment, with frequent communications and hands-on service
Our specialists understand the challenges faced by estate planners, probate litigators, and fiduciaries – and how to solve them
- Multiple administrators, conservators or trustees
- Simplified account opening process
- Court blocked accounts services
- Banking and fiduciary services
- Multi-Million Dollar FDIC Insurance Available1
1Customer eligibility criteria and limits apply. Placement of funds through IntraFi Network Deposits is subject to the terms, conditions, and disclosures in the service agreements, including the applicable Deposit Placement Agreement (“DPA”). IntraFi is a registered service mark and Network Deposits is a service mark, of IntraFi Network LLC.