We offer a wide range of trust and estate planning services to help you provide for your loved ones and minimize taxes. From investment management services to acting as executor for the settlement of your estate, we'll help you determine the right solution.

Investment Management Accounts
Investing

Investment Management Accounts

Comprehensive management of your portfolio to meet your investment goals and objectives.

• Customized investment planning
• We make all investment decisions
• Collection and distribution of investment income

Personal Trust Services
Personal Trusts

Personal Trust Services

The professional support and guidance you need from your Trustee

• Managing and investing trust assets
• Distributing trust income and principal according to Trust Agreement directives
• Keeping detailed records of all transactions
• Preparing the trust's tax returns

Agent for Executor/Trustee
Agents

Agent for Executor/Trustee

As your agent, we can fulfill your responsibilities as Executor or Trustee of an estate

• Investment management Record keeping
• Tax planning and return preparation
• Accounting and reporting

Investment Advisory Account
Professional Recommendations

Investment Advisory Account

Take advantage of our professional investment recommendations while you retain all final investment decisions.

Revocable Trust
Revocable Trust

Revocable Trust

An agreement established to meet virtually any financial purpose. It can be the cornerstone of asset accumulation, preservation and estate planning.

Testamentary Trusts
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Testamentary Trusts

An arrangement under the terms of a will by which a Trustee manages assets according to the wishes of the Testator.

Custody Accounts
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Custody Accounts

Professional services designed to grow and protect your legacy.

Estate Settlement Services
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Estate Settlement Services

Experienced executor services designed to manage your estate.

Escrow Account Services
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Escrow Account Services

Professional services designed to administer estate escrow accounts.

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How Trusts work
PLANNING FOR FUTURE

How Trusts work

Get a better understanding of the function and purpose of Trusts so that you can decide if a trust should be a part of your wealth management plan.

Basic types of Trusts
WEALTH MANAGEMENT TIPS

Basic types of Trusts

Trusts offer more restrictions and control than just gifting or willing your property. If you’re looking into estate planning, trusts may be valuable assets in your portfolio. Here is a basic breakdown of the types of trusts you might encounter.

  • Disclosures
    The products offered by Valley Trust are not FDIC insured, are not deposits or other obligations of the bank, are not guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.