Trust and Estate Administration

The Bank of a Different Color makes planning easy and secure. After all, Trust is in our name and our DNA

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*

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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.