Personal Trust and Estate Services

 

Protecting your wealth for future generations

Our Trust Group is well established, providing personal trust, investment, retirement plan services, corporate trust, and custody services for nearly a century. We want to be by your side to help conserve your wealth for you and your family's future. 
 

Your team for customized services

Establishing a trust is a customized process; individual needs and circumstances are unique and require tailored strategies. With Trustmark, you have access to trust professionals experienced in adapting trust relationships to a client’s particular objectives, and investment managers skilled in handling 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.
 
We provide a broad spectrum of products and services, including:
  • Investment Management Accounts

  • Estate Planning

  • Estate Administration

  • Trusts Under Will

  • Asset Protection Trusts

  • Living (Inter-Vivos) Trusts

  • Testamentary Trusts

  • Charitable Remainder Trusts

  • Foundation and Endowment Services

  • Irrevocable Life Insurance Trusts

  • Court Appointments

    • Estates

    • Guardianships

    • Conservatorships

 
 
 
Our Trust services
  • Investment management and Asset management 

  • Consolidated recordkeeping

  • Asset safekeeping and income collection and disbursement 

  • Discretionary payments

  • Financial planning

  • eStatements

For more information, please contact one of our local Trust Relationship Managers:
Alabama
Brewton | 251-809-2205
Mobile | 251-438-6205
Selma | 334-418-8226
 
Mississippi 
Columbus | 662-329-7080
Hattiesburg | 601-583-5330
Jackson | 601-208-2368 or 1-800-844-2000, ext. 2368
Laurel | 601-428-6265
 
Texas
Houston | 713-827-3741