wealth.png

Protecting, Preserving and Enhancing Your Financial Legacy for Generations with a Wealth Trust

call-cta.png Client Point Log In

Have additional questions? Live Chat or Contact Us.

Our services are designed specifically for our clients' complex finances. 

Fiduciary Services: 

  • Revocable Trust
  • Irrevocable Trust
  • Agent for Trustee 
  • Charitable Remainder Trusts
  • Life Insurance Trusts 
  • Estate Settlement 

Planning & Management Services:

  • Special Needs Trust
  • Guardianship of the Property
  • IRA Rollovers
  • Investment Management
 

Related Resouces

The Seacoast Team Goes Back To School

The Seacoast Team Goes Back To School

Help support local students by participating in Seacoast's Back to School Supply Drive. Bring supplies to be donated to any Seacoast Branch by August 11, 2017.

Read More

Seacoast's Julie Kleffel Named OBJ’s 2017 Business Executive of the Year

Seacoast's Julie Kleffel Named OBJ’s 2017 Business Executive of the Year

Congratulations to Seacoast's Julie Kleffel for being named an Orlando Business Journal 2017 Business Executive of the Year! Julie is executive vice president and head of community banking for Seacoast and based in Winter Park. She was recognized as part of the publication's annual Women Who Mean Business awards, April 27, 2017.

Read More

How a Pre-Approval for a Home Mortgage Works

How a Pre-Approval for a Home Mortgage Works

Ready to buy your first home? Learn more about a pre-approval letter and how it can give you the upper-hand in a competitive market.

Read More

A Guide to Buying the Perfect Boat

A Guide to Buying the Perfect Boat

Use Seacoast Bank's guide to boat buying and set sail for dreams.

Read More

Call 800.706.9991 Now or Fill Out This Form to Request a Local Consultation Regarding Trust Planning.

Four Promises. One Goal.

At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
Promise One
Get you comfortable with the right team to serve you.
Promise Two
Make your day-to-day banking simple.
Promise Three
Resolve out-of-the-ordinary items responsively.
Promise Four
Invest in you and your community.
Our philosophy is dedicated to the promise of simplicity, convenience, expertise, community, and technology with a human touch. On account of all this and more - on account of you - it's time for Seacoast Bank. A smarter bank. A connected bank. And, just as importantly, your local bank.