Phone: (816) 540-2525

Personal Trust Accounts

Summary

Services are provided to revocable, irrevocable, perpetual care, charitable and testamentary trusts. We can free you from many of the time-consuming activities associated with the handling of your securities.

As a part of our services, we provide the following:

• Periodic statements detailing asset holdings and transaction summaries
• Income collection
• Purchases and sales of assets
• Distributions
• Investment reviews
• Payment of bills and monthly expenses
• Coordinating tax returns with accountants
• Budgeting and management of assets

Community Bank of Pleasant Hill, Member FDIC, Equal Housing Lender