Trust Services

Create an enduring legacy that passes on your values as well as your assets.

Secure your legacy: manage and distribute your assets with peace of mind 

Establishing a living trust with Extraco is crucial for ensuring your assets are managed and distributed according to your wishes during your lifetime and after. It offers peace of mind by avoiding probate and providing a structured plan for managing your estate.

What Can We Do For You?

We administer and manage trust assets according to your trust documents, easing administrative responsibilities for the trustee and ensuring a stable, supportive relationship for your beneficiaries. Expect superior service from an organization renowned for exceptional value and a customer-centric approach.

Key Considerations:
  • Plan for changing needs
  • Maximize what you leave to heirs or charity
  • Minimize taxes
  • Life transitions
  • Asset management
  • Administration if you are no longer able
  • Assist your family with estate settlement
  • Professional guidance
  • Non-financial assets – closely held business, real estate, and oil, gas and mineral interests
Ready To Get Started?

Schedule an appointment with one of our Wealth & Trust advisors to see which one of our investment options is right for you.

Find An Advisor

Important Disclosures and Information

  • Securities are not FDIC or Government Agency insured, no bank guarantee, may lose value, not a bank deposit, and subject to investment risk.