Trust Services

Protect Your Legacy

As professional trustees, we bring a level of expertise to complex situations that helps to ensure the best outcomes for your beneficiaries.

At Sturgis Bank, we recognize that your legacy can have long-lasting effects on your family and your community. Our Trust Department focuses on preserving your assets and protecting those you love.

We provide quality, locally delivered, and comprehensive fiduciary services. With Sturgis Bank as your Trustee or Personal Representative, you will have the benefit of an impartial entity with experience in managing various family dynamics and end-of-life situations.

The estate and asset management services available from our Trust Department include estate settlements, trust administration, record keeping, and investment management.

Choosing our Trust Department as your Personal Representative ensures the estate settlement is objective, without the conflicts of interest that can arise with individual Personal Representatives, and protected from any misappropriation of funds or assets.

Trust Services

Trust Administration for Grantor/Revocable Living Trusts

Asset management
Bill paying
Insurance claim filings
Real estate maintenance
Tax filings

Trust Administration for Irrevocable Trusts

Testamentary Trusts
Life Insurance Trusts
Special Needs Trusts

Estate Settlements: Personal Representative

Identifying and collecting assets
Paying debts and expenses
Assuring timely and accurate tax filings
Processing Health and Life Insurance claims
Managing assets
Filing comprehensive Court accounting promptly
Making financial distributions to beneficiaries

Management/Recordkeeping Services

Custody services: the settlement, safekeeping, and reporting of your marketable securities and cash
Pension plan paying agency: for processing benefit payments

Meet Our Trust Officer

Aaron Miller

Trust Officer

Region Served –
All Markets