Trust Administration

Bringing Peace of Mind to You and Your Family

A trust account with Oregon Pacific Bank will protect and preserve your assets and your peace of mind. Our local professionals use an individualized approach in tailoring trust investments to suit your needs. We manage our relationships with integrity and in complete confidence. As our client, you and your family will benefit from objective, unbiased advice on important financial issues, as well as sensitive family matters.Every situation is unique. Here are just some of the reasons for establishing a trust:

  • Providing for a family member who may not be able to manage their own affairs
  • Transferring ownership of a family business
  • Minimizing income and estate taxes
  • Establishing gifting programs, guardianships, or family foundations
  • Leaving behind charitable donations

Oregon Pacific Bank as Your Corporate Trustee

Appointing Oregon Pacific Bank as corporate trustee, co-trustee, or agent ensures reliable trust administration. If you become incapacitated, your assets will be managed for your benefit. In the event of your death, your trust assets will avoid probate and will be distributed according to your wishes.As your corporate trustee, it is our responsibility to:

  • Understand your needs and the needs of your family
  • Take custody of trust assets
  • Protect and preserve trust property according to your wishes
  • Review and reinvest trust investments as needed
  • Provide for dependents and make payments to beneficiaries
  • Contribute to charitable causes as outlined in the trust agreement

Additional Services

As custodians of your wealth and estate, some of our duties also include paying your bills and mortgage, maintaining property, establishing care for pets, performing record keeping, tax reporting and filing, and planning for long-term care in case of disability.

*Oregon Pacific Bank’s trust department offers products that are not FDIC insured, are not guaranteed by the Bank, and are subject to loss of principal

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