Personal Trust and Estate Services

Protecting your wealth for future generations

Our Trust Group has been providing personal trust, investment management, retirement plan services, corporate trust, and custody services since 1925, and today we oversee and are responsible for approximately $11 billion in assets.

Your team for customized services

Establishing a trust is a customized process; individual needs and circumstances are unique and require tailor-made strategies. With Trustmark, you have access to maximum flexibility, 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
  • Financial Planning
  • Estate Planning
  • Estate Administration
  • Trusts Under Will
  • Asset Protection Trusts
  • 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
  • Irrevocable Life Insurance Trusts

Our Trust services:

  • Capable investment management
  • Consolidated recordkeeping
  • Asset safekeeping and income collection and disbursement
  • Discretionary payments
  • Financial planning
  • Continuous management of assets
  • Full-service capability
  • eStatements

For more information, please contact one of our local Trust Relationship Managers:

Jackson, MS | 601-208-6817 or 1-800-844-2000, ext. 6817

Columbus, MS | 662-329-7080

Hattiesburg, MS | 601-583-5330

Laurel, MS | 601-428-6265

Houston, TX | 713-827-3741

Mobile, AL | 251-438-6205 

Selma, AL | 334-418-8226 

Brewton, AL | 251-809-2205