WEALTH & FIDUCIARY SERVICES[cite::195::cite]
The in–depth knowledge and comprehensive trust experience you deserve. The personal support and customized service you’ve come to expect.
Wealth & Fiduciary Services as a division of our Bank, will serve as your trustee or co-trustee to help guide you through the estate planning process, manage your assets and keep detailed records. Wealth & Fiduciary Services even helps with estate settlement to ensure your final wishes are carried out properly.
- As your trustee — safeguards and manages your assets, leaving you free to pursue other interests.
- As successor trustee — steps in as experienced professionals to manage your trust when you’re no longer able to do so.
- As co–trustee — works with you to provide those services you wish to delegate while retaining the level of authority you want. Some clients choose this option to take advantage of access to investment advice or evaluate Wealth & Fiduciary Services’ capabilities while becoming comfortable with our services.
- As special–needs trustee — provides focused one-on-one attention to individuals with special needs while working to maintain applicable government benefits.
- As custodian —executes your instructions, or those of your designated advisor, while providing record-keeping services.
- As conservator or executor of your estate — handles your affairs with discretion and efficiency to ensure that your estate is legally settled and your wishes carried out.
ABOUT WEALTH & FIDUCIARY SERVICES
Wealth & Fiduciary Services offers the reputation, resources and strength of Vectra Bank® , the skills of experienced trust officers, and the accessibility and personalized attention of a nearby individual trust officer.
Wealth & Fiduciary Services has been a division of Zions Bancorporation, N.A® , Vectra’s affiliate bank partner, since 1966. Its roots go back to Zions Trust Savings Bank and Trust Company, founded in 1873.
REACH OUT TO A BANKER
If you need assistance determining which products are right for you or have any questions please call 800-727-9243, email Wealth.Management@Vectrabank.com or compelete the form below.