Happy mature clients sign trust papers with bankers.
Wealth > Trust

Trust and Estate Planning

Protect, preserve and enhance your financial legacy with a trust. As an integral part of end-of-life planning, estate planning can help provide a smooth transition of your assets to beneficiaries.

To learn more about the advantages of a trust and how to set one up, get in touch with us today.

Call 888.669.4142 Client Point Log In

Have additional questions? Live Chat or Contact Us.

Personalized solutions to help secure your financial future

Our trust and estate planning services are designed specifically for our clients' complex finances. We take the time to understand your unique circumstances and wishes, so that we can provide tailored solutions that align with your goals. Our local and highly credentialed team will help you to understand your options so you can make decisions with confidence.

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

Call 866.710.5778 now or fill out this form to request a local consultation regarding trust planning.

Our Four Promises.

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:
right team to serve you
Get you comfortable with the right products and the right team to serve you
Make your day-to-day banking simple
Make your day-to-day banking simple
Resolve out-of-the-ordinary items responsively
Resolve out-of-the-ordinary items responsively
Invest in you and your community
Invest in you and your community