A trust is a transfer of the legal title of assets and/or property to a trustee while the benefits belong to designated beneficiaries. MarkleBank Trust Services will provide professional, private, and objective management of your desired intentions as specified in your trust document.

Individual Trusts

MarkleBank Trust and Investment Services are designed for individuals, so the reasons and ways you work with us are as unique as you are. Whatever goals you want to achieve with a trust, we can help you meet them. We will work with you one-on-one to discover the plans and services that best fit you.

Planning for Tomorrow

MarkleBank Trust Services are able to help you provide for the future and the financial well-being of your family and loved ones through estate planning.

A trust will protect your assets against probate expenses and estate taxes, provide privacy in all matters of personal finance, and allow for swift and simple estate settlement. A trust is also one of the best ways to ensure that your wishes for your estate will be executed to the letter.

Planning for Today

Establishing a trust is an ideal way to plan for the future; but it can also be a vital part of your current financial plans. A trust can help you in a variety of ways. For example, our Trust Services can: