Our Plans & Services

Our locally based team of trust and investment management professionals are here to help grow and protect the nest egg you've worked so hard to build. And when the time comes, our team of experts will ensure the seamless transition of assets - from trust administration to estate settlement and everything in between. The team at Bank of Ann Arbor has an average of 21 years' experience in the industry including Certified Financial Analysts and attorneys.

Trust & Estate Services

We believe that all our clients should have an estate plan. Whether a will-based or a trust-based plan is right for you and your family will depend on your unique circumstances. The trust team has expertise in serving as both Trustee, Co-Trustee, or Agent for Trustee (under a trust-based plan) and/or Personal Representative (under a will-based plan). No matter what role we serve in, our priority is to ensure that your intentions are fulfilled while easing administrative burdens and encouraging healthy relationships between grantors, trustees and beneficiaries.

Our highly skilled team specializes in:

  • Trust Administration
  • Estate Settlement
  • Foundation & Charitable Trust Administration

We welcome the opportunity to work with you and your team of trusted professional advisors. Please contact us to learn more about our team and how we can help you reach your goals.





Trust & Estate Services

 
21 years of experience on average

21 years of experience, on average