Trust and Investments
Estate and Conservatorship Services
Everyone owns assets or property of some type and value during their lifetime, but what happens to those assets if you are unable to care for your own financial affairs prior to or after your death?
- Estates
- Conservatorship
Trusts
Leaving a legacy while providing for a smooth transfer of assets from one generation to the next can be accomplished outside of probate through a variety of trusts. Boone Bank & Trust Co. as your Trustee is able to provide full-time trust administration that is knowledgeable, experienced, impartial and unbiased while carrying out trust terms, consistent in fulfillment of trustee duty from generation to generation, equipped with efficient tools, and overseen by internal & external audits.
- Revocable (Living) Trust
- Irrevocable Trust
- Charitable Trust
- Life Insurance Trust
- Burial Trust
Self-Directed Custodial IRAs
Boone Bank & Trust Co. fulfills the role of “Custodian” for the following Self-Directed Individual Retirement Accounts:
- Traditional
- Roth
- Rollovers
- Inherited
- IRA - Owned Real Estate
Investment Management Accounts
Boone Bank & Trust Co. serves in the capacity of Custodian, Agent, or Limited Attorney-In-Fact for the following investment accounts:
- Custodial
- Agency
- Discount Brokerage
- Escrow Accounts
- Bill-Pay with Limited Power of Attorney
- Available Investment Assets
Non-deposit investment products are not insured by FDIC, not a deposit or other obligation of, or guaranteed by Boone Bank & Trust Co., and may be subject to investment risk, including possible loss of the principal amount invested.
