Orange Bank & Trust Company makes planning easy and secure.
After all, Trust is in our name and our DNA.

TRUST ADMINISTRATION

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

Access and Manage Your Accounts