Establishing a Trust with Oregon Pacific Bank gives you the benefit of a corporate trustee to manage all fiduciary responsibilities in an objective and professional manner. If you would like more information, feel free to contact us at any time and we’d be happy to discuss your plans and see if may be the right fit as your corporate trustee.
A trust account with Oregon Pacific Bank will protect and preserve your assets and your peace of mind. 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:
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:
As custodians of your wealth and estate, our trust department will take on additional duties that are not always associated with trust administration. Some of these duties include attending to daily living activities, medical care, and other issues, such as:
*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
