TRUST ADMINISTRATION

• Our experts are professional, effective, and detail oriented
• We’re timely and efficient

ESTATE ADMINISTRATION

• The executor you name in your will takes over in executing your estate plan
• We understand the broad responsibilities of an executor and we are equipped to effectively manage the position in partnership with your family and other professional advisors

WHY CHOOSE US?

• We’re locally based
• We have vast experience, institutional stability and strength
• Continuity—unlike a family member or friend, we will be here when the time comes to manage your affairs
• Our costs are competitive
• We protect your family interests, free from bias

YOU CAN MAKE A DIFFERENCE WITH A CHARITABLE GIFT!

• You can make a meaningful, enduring contribution to your community, charity of your choice, and the future, through planned giving
• In addition to Cash and Securities, there are many giving alternatives such as Bequests, Life Insurance, Charitable Remainder or Lead Trusts
• Your wishes will be professionally and safely deployed and administered
• Orange Bank & Trust has the professional staff and resources to deliver unparalleled services and back office support, including investment management*

ESTATE SETTLEMENT

• Is a partnership with the executor named in your will. We support and help them effectively manage your estate working with family members and other professional advisors, free from bias.

CUSTODIAL ACCOUNTS

• Allow a custodian of your investments to relieve you from the routine duties associated with the management of your finances, like bookkeeping and safekeeping responsibilities.
• We assume the duty of handling securities and providing investment and cash transaction accounting.
• You still control and manage your investments.
• The paperwork details are simply taken care of for you.
• This service does not provide investment advice and counseling, but rather the Trust Services Division, as custodian, acts at your direction.

PHILANTHROPIC SERVICES

• To continue your charitable good work.
• Through Bequests, Life Insurance, Charitable Remainder or Lead Trusts, your Private Banker heads a team of professional staff and resources to deliver unparalleled services and back office support, including investment management.

SPECIAL NEEDS TRUSTS

• Protect a disabled family member. Your Private Banker coordinates with our professionals who understand the government rules and legal requirements.
• And, we work with healthcare providers, education advocates, attorneys and accountants, to protect your family member and give you peace of mind.

For an appointment, call 845-341-5181