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Main Office
1000 South State Street
Jerseyville, IL 62052
Phone: (618) 498-6466
Wal-Mart Banking Office
1316 South State Street
Jerseyville, IL 62052
Phone: (618) 639-2265
Grafton Banking Office
14 East Main Street
Grafton, IL 62037
Phone: (618) 786-2311
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Trust Services
Are
you looking for a Trustee who
WANTS TO SERVE YOU? Jersey State Bank
serves as a corporate fiduciary (Trustee or
Co-Trustee) for all types of personal trusts
including the following:
- Revocable Living Trust
- Irrevocable Living Trust
- Testamentary Trust
- Charitable Trust
- Special Needs Trust
As Trustee, we manage the administration of accounts for the benefit of trust beneficiaries in accordance with the terms set forth in the Trust Agreement.
Complete administrative services are provided and include:
- Dedicated personalized service
- Full understanding of a Beneficiary's needs
- Expert handling of investment management process
- Timely receipt and disbursement of funds
- Easy to read statements
- Prompt response to requests for discretionary distributions
- Coordination of fiduciary tax preparation with external accountants
- Detailed year end tax ledgers
- Complete confidentiality
- In addition we can provide the professional service of an executor or guardian.
Contact us at 618.498.6466 to schedule an appointment today or email Kathy Landess.
* Jersey State Bank does not offer tax or legal advice. You should consult your personal tax and/or legal advisor regarding your individual situation.
