Personal Trust Services
Planning for the future doesn’t have to be complicated. We’re here to help you manage and protect what matters—now and for generations to come.
Your Legacy, Managed with Care
Whether you're establishing a trust or need a reliable trustee to carry out your wishes, we bring experience, clarity, and compassion to the process. As your trustee, we help manage and safeguard your assets—always with your best interests at the center.
We also support your broader estate planning goals by working closely with your attorney, CPA, and loved ones to ensure your wishes are carried out clearly and efficiently.
As your trustee, we manage and protect your assets with care—aiming to grow them, distribute them according to your instructions, and minimize tax burdens wherever possible.
*CSB Wealth Management, Trust, and or brokerage products and services are; not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.
Your values. Your legacy.
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How we can help:
- Revocable and irrevocable trust services
- Guardianships and charitable trusts
- Asset management and tax-conscious distribution
- Trustee services for individuals, families, nonprofits, and businesses
- Optional assistance with financial responsibilities like bill payments
- Seamless coordination with your professional advisors
we're here, when you're ready
Whether you're exploring options or already have a plan in mind, we're here to help you move forward with clarity and confidence.