Trust Administration

A trust is a valuable tool that transfers property and protects your assets and the people you care about most. At Heartland Bank, a division of German American Bank, we believe the responsibility you place in us to help execute your trust should always reflect your best interests. 

Work with us, and you'll experience an individualized, compassionate approach to trust services. You'll come away with a thoughtfully crafted plan designed to do what any well-executed trust should do – help manage your property, distribute assets to your beneficiaries, avoid probate and save you money on taxes.

You're the expert, too. Certain aspects of a trust will fall to you, because no one knows better how to handle them. So you'll decide on the terms of the trust and the property to include. You'll name the beneficiaries and trustee. And you'll specify how the trust's assets will be paid to your beneficiaries and how long the trust will last.

The ultimate objective. Our wealth advisors will partner with your family attorney,* accountant and other trusted financial advisors to ensure you receive the maximum benefit of your relationship with us. Working together, we'll meet the ultimate objective – your goals.

Features & Benefits

• Leaves assets tax-free by taking advantage of the federal unified tax credit
• Provides income to one person during their lifetime and the remainder to others
• Protects assets rather than leaving them outright to heirs
• Provides a reliable, professional investment in your family's future