SNB has partnered with Heritage Trust Company to provide quality trust services for our customers. You will receive personal asset management from a trust company which has a relationship with your bank, Stillwater National.

Heritage Trust's Goal:
To provide trust services that will meet your specific needs. Your financial situation is unique, and your financial plan should be tailored for you. Heritage Trust Company will help you develop, implement and perpetuate your financial and estate planning goals.

Probate Administration or Estate Settlement
By appointing Stillwater National Bank as the Personal Representative of your estate in your Last Will and Testament, your estate will receive professional management. Heritage will do everything from meeting with family members to filing a final accounting with the court.

Trusteeships
Established while you are alive, or created in your Last Will & Testament. A trustee does everything from managing and investing trust assets to filing tax returns for the trust. A trustee of a Living Trust can pay the grantor's bills and expenses in the event of grantor's incapacity or absence.

Custodial Accounts
Great for someone who likes to do their own investment research, and Heritage does the administration. Heritage will protect against physical loss or theft of securities, execute buy and sell orders and track changes in the portfolio.

Investment Management Agency
Provides a full range of custodial services, and Heritage buys and sells the securities under your portfolio parameters. Great for individuals who no longer want to be involved in day-to-day investment decisions.

To learn more about setting up a trust:
Contact an SNB Representative at 1.888.762.4762.