Woodlands Bank offers a full range of personal trust, investment management, individual retirement plan and estate settlement services to individuals, charitable institutions and non-profit organizations.
As a locally owned and managed financial institution, we will provide the personal service and local insight you need and want. Our experienced trust and investment officers provide impartial financial expertise and work solely in your best interest to tailor a program around your specific goals and objectives. Our local, highly-experienced team of professionals provide:
- Flexible service to meet your financial objectives
- High quality personal service
- Reasonable fees
A trust permits an individual to carry out personal and financial objectives while providing protection for themselves and their family. The trust agreement sets forth the wishes of the individual, and it is the trustee’s responsibility to carry out those wishes. As a trustee, we will provide impartial advice and counseling for beneficiaries, investment management of the trust assets, continuity of management and a full accounting of all transactions.
- Living Trusts
- Testamentary Trusts (Trusts Under Will)
- Life Insurance Trusts
- Special Needs/Situations (Guardianships, Charitable)
- Agent for Trustee
Estate Settlement Services
Choosing a qualified executor is essential to the timely and efficient administration of an estate. Our estate settlement services include acting as:
- Agent for Executor
Asset Management Services
We will work with an individual to design a portfolio to fit their specific needs and objectives. Our duties will be determined by the type of account chosen.
- Investment Management Accounts
- Institutional Investment Accounts
- Custody Account
Individual Retirement or Rollover Accounts
We will accept a direct transfer of a distribution from an employer’s qualified retirement plan or a direct transfer from another IRA account. We provide the necessary tax information needed as well as file any necessary forms. In addition, we work with the client to design an investment portfolio to fit their personal needs and objectives through regular individual retirement accounts.
Investment Products Are NOT Deposits, Are NOT FDIC-Insured,
Are NOT Insured By Any Federal Government Agency,
Have NO Bank Guarantee and May Go Down In Value
Please call us at (570) 320-2468
Email us at [email protected]