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PERSONAL TRUST SERVICES

Trust Group

Our Trust Group has been providing personal trust, asset management, retirement plan services, corporate trust, and custody services since 1949, and today we oversee and are responsible for approximately $7 billion.

Personal Trust Services

Establishing a trust is a customized process, because individual needs and circumstances are unique and require tailor-made solutions. With Trustmark, you get maximum flexibility and trust professionals experienced in adapting trust relationships to a client’s particular objectives, as well as investment managers skilled in handling all types of financial assets. Because there are innumerable situations that call for different types of trusts and trust services, we work with you to determine your objectives and then recommend trust and investment arrangements to address your specific needs and circumstances.

To achieve your goals, we provide a broad spectrum of products and services, including:

• Investment Management Accounts
• Financial Planning
• Estate Planning
• Estate Administration
• Trust Under Wills
• Living (Inter-Vivos) Trusts
• Testamentary Trusts
• Revocable Life Insurance Trusts
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Foundation and Endowment Services
• Court Appointments
• Estates
• Guardianships
• Conservatorships
• Family Limited Partnerships
• Irrevocable Life Insurance Trusts
• Escrows

We provide trust solutions with:

• Capable investment management
• Consolidated recordkeeping
• Asset safekeeping and income collection and disbursement
• Discretionary payments
• Financial planning
• Continuing management of assets
• Full service capability
• Online, real time account access
• Electronic Statements

For more information, please contact your local Trust Relationship Manager: