WEALTH MANAGEMENT & TRUST SERVICES
Trust, Wills, and Healthcare Directives
As a relationship-focused bank, we put you first at every stage of life. This includes helping you navigate the complexities of establishing trusts, wills and healthcare directives. At Bank of Marin our role is to guide you at the right time, to help you answer your most pressing questions and concerns, and to anticipate your needs before they become an unnecessary burden to your family or your business.
There can be some confusion about how a trust is different from a will and who needs one. Most people need a will and a healthcare directive as part of a basic estate plan. We can help you analyze your assets to determine if the cost of creating and maintaining a trust is justified. For those who already have a trust, we can also help determine if your trust needs updating.
For more information about our services and how we can meet your needs, please contact a member of our knowledgeable Wealth Management & Trust Team.FIND OUT MORE >