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Trust Department

The Trust Department at Sturgis Bank & Trust Company pledges to provide the best in locally delivered comprehensive fiduciary services to those who have entrusted us with the preservation of their assets and the protection of their family. Our efforts are focused in the following areas:

Estate Settlement - Personal Representative

  • Identify and collect assets
  • Paying debts and expenses
  • Assuring timely and accurate tax filings
  • Health and Life Insurance claim processing
  • Asset management
  • Complete and prompt filing of Court accountings
  • Distributions to beneficiaries

Grantor/Living Trust Administration

  • Asset management
  • Assuring probate avoidance
  • Help with the following
  • Bill paying
  • Real estate maintenance
  • Tax filings
  • Insurance claim filing

Irrevocable Trusts

  • Testamentary Trusts
    • For the benefit of minors
    • Eliminates conservatorships
  • Life Insurance Trusts
    • Liquidity for final expenses
    • Reduction of estate taxes
  • Special Needs Trusts
    • Preserve government benefits
    • Provides additional comforts to beneficiary

 Comprehensive Accurate Recordkeeping Systems

  • Custody services
  • Foundation recordkeeping
  • Pension plan paying agent

Contact our Trust Department today to be assisted in reaching your specific goals.