Every situation is different. We know that some clients may want or require specialized services. When you meet with our professionals, we will help you integrate these specialized services into your financial and estate plans. Schedule a meeting to discuss these additional services today.
Many people have charitable intent but are not sure how to reach their goal. We help you put a charitable plan in place and then help you execute it - whether during life or as a part of your estate plan.
Our team can meet with you to assist in discussions and business succession planning solutions.
Special Needs Trust
The Springs Valley Bank Trust Department can act as Trustee or Investment Advisor to the Trustee for a Special Needs Trust. Special Needs Trusts can provide funds for essential services for someone with a disability. Special Needs Trusts can help maintain or even enhance a disabled individual’s quality of life.
Services such as trustee, paying agent and registrar on Municipal Bonds, corporate custody and corporate escrow agent are available.
Trust and Investment products are not deposits
More services we offer