Vision Bank’s Trust Department has been committed to financial security and prudent management practices since 1942. Each trust’s financial objective is reviewed for proper diversification and asset allocation to meet the needs of the individual beneficiary.
The following are the principle capacities in which we are prepared to render services to our customers: Estate Planning, Living Trusts, Life Insurance Trusts, Charitable Trusts, Educational Trusts, Executorships, Trustee Under Will, Guardianship and Conservatorships, Attorney-In-Fact under a Durable Power of Attorney and Trustee for employee profit and pension plans. |
Our trust officers will review the estate planning options of an individual in a free one hour conference. Our Trust Department does not prepare wills and trust agreements. We always refer potential clients to their attorney for legal advice and document preparation.
To call for an appointment or for more information, call our Trust Department at (580) 332-5132 or toll free (888) 332-5132.
Meet our experienced Trust personnel. |
In order to prevent the use of the U.S. Banking system in terrorist and other illegal activity, federal regulations require all financial institutions to obtain, verify and record identification from all persons opening new accounts or being added as signatories to existing accounts. This institution cannot waive these requirements.
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