SERVICES & WEALTH MANAGEMENT

Wherever you are in life, the Trust Department at Grundy National Bank is ready to be your lifetime financial partner.

Whether you're just starting a family or thinking about retirement, it's never too early or too late to start planning for the future and the legacy you'll leave behind.  

GNB's Trust Department is knowledgeable, responsive, and focused on personal service. Contact Trust Officer Jane Katzer for information regarding establishing a relationship with the Trust Department.

Our services include:

Trusts - From the usual testamentary trusts, to life insurance trusts and living trusts, GNB's Trust Department is available to work with you, your family, your attorney, and your accountant in order to meet your specific goals and objectives.

Estates - GNB's Trust Department can be appointed the executor of your will to provide continuity and an objective viewpoint in administering your wishes.  

Agency Accounts - GNB's Trust Department can act as your agent for duties like researching and investing for your portfolio.  The responsibility and recordkeeping that accompanies managing a portfolio can cause concern for busy individuals, senior citizens, and others.  

IRA Administration - GNB will administer your self-directed Individual Retirement Account that may hold closely-held stock or other unique assets.

Other Services provided include:

Conservatorships and Attorney-in-Fact; Bookkeeping Services; Section 1031 Like Kind Exchanges; Burial Trusts; Escrow and Safekeeping; and Farm Management.