- Our experts are professional, effective, and detail oriented
- We’re timely and efficient
- 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*
For an appointment, call 845-341-5030
*Trusts, securities, and insurance products are not FDIC insured or insured by any Federal Government entity. They are not bank guaranteed, not a deposit and may lose value. Investment advisory services are provided by Hudson Valley Investment Advisors, Inc. ("HVIA") and/or ARS Investment Partners ("ARS"). Both HVIA and ARS are SEC Registered Investment Advisors. HVIA is an affiliate of Orange Bank & Trust Company. ARS is not affiliated with Orange Bank & Trust Company or its parent company, Orange County Bancorp, Inc.