Bringing clarity and understanding to complex situations.

Managing your wealth includes protecting your assets today and developing a strategy for the planned or inevitable transfer of your wealth in the future.

Our highly experienced and credentialed trust officers will work with you and your team of tax and legal advisors to create effective and efficient wealth transfer strategies based on your unique needs and desires. From cash flow planning, to capital growth, preservation, risk management, and philanthropic planning, we have helped families, businesses and foundations with trust and estate planning solutions for more than 50 years.

How we can help

  • Tax-efficient wealth transfer strategies
  • Multi-generational wealth transfer strategies
  • Estate planning and settlement
  • Trustee services
  • Trust administration
  • Custom trusts
  • Business succession planning
  • Real estate services and asset management
  • Charitable trust and private foundation administration

To get started, contact an advisor today

Call 800.797.6324 or send an email

The potential benefits of a trust

  • Protect your assets today from unexpected risks
  • Provide for the next stages of your life
  • Avoid probate upon death
  • Transfer wealth privately and efficiently
  • Minimize potential excessive taxation
  • Preserve assets for heirs and charities
  • Control the distribution of your assets (now or in the future)
  • Keep assets in your family

Deposit and loan products are offered by Mechanics Bank, Member FDIC and Equal Housing Lender.
Investment management and trust services are offered by Mechanics Bank Wealth Management.
Mechanics Bank Investment products are:

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE

 


Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE

 


Mechanics Bank is not a registered broker/dealer and is not affiliated with LPL Financial.
FINRA Broker Check
Always consult with your independent attorney or tax advisor before making any tax-related financial decision, or changing or implementing any financial, tax or estate planning strategy.