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Trust Under Will

Trust Under Will is an arrangement created in an individual's will whereby, at his or her death, probate assets are turned over to a trustee to be managed for the benefit of his or her family or other beneficiaries for a specified period of time.

Benefits of this service include:

  • Flexibility as it can be tailored to meet the needs of the beneficiaries as required.
  • Peace of mind knowing that assets will be held strictly confidential by an impartial trustee.
  • Confidence in a full-time professional who is available to help with the financial needs of the family.
  • Sense of security with accurate management of assets and accounting-related records.

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Products and services offered through the Trust Division of Union Bank & Trust are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.