Trust Services

Tri-County Bank and Trust has a Trust Department to help meet your needs.

General Trust Services

  • Collect and distribute income
  • Pay bills for the trust
  • Hold assets for safekeeping
  • Maintain trust investments
  • Oversee fiduciary tax returns
  • Distribute assets to beneficiaries when trust terminates

Administration of Estates

  • Collect and inventory estate assets
  • Pay debts and settle claims against estate
  • Collect and distribute income on estate
  • Oversee the processing of estate, inheritance, and income taxes
  • Distribute estate

Guardianship services

  • Manage assets and financial affairs for designated individuals of trust
  • Pay debts and settle claims
  • Manage income
  • Oversee income tax preparation
  • Provide accounting of transactions and asset valuations