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Trust Services Grinnell State Bank is one of the only Banks in the area to operate a full service trust department. As compared to other bank branches that offer trust services to the area, Grinnell State Bank is operated locally by qualified professionals you can get to know. This type of financial service works best when it is close to the customer, the Bank is easy to contact or it is an easy trip for the Bank to make personal visits. Using the Bank to help you with your financial needs may not be as expensive as you may think. It is a third party with only your interests in mind and often avoids conflicts as may occur if a family member or friend handles your finances. If you have an individual handle your affairs for you, you may need to change from person to person, as time goes by. Using the Bank alleviates this problem of change. The Bank also has expertise and good working relationships with the proper legal and tax consultants to be sure your affairs are handled properly. The Trust Department is fully audited as well as examined by government agencies on a regular schedule. It is fully insured and has been in operation helping people since the Bank was incorporated in 1925. We welcome the opportunity to visit with you about your needs. These services are normally required when someone does not necessarily want them, but needs them, and as such, not well known or understood by the general public. We can make the transition easy and help you overcome the fear or misunderstandings that often come at these times. Let us know and we will schedule a convenient time to meet with you in the bank, or any location of your choosing, Services provided by the trust department include: Self Directed IRA's, College Funding & Planning, Estate Planning & Management, Corporate Management, Farm Management, Standard and Special Trusts, Investment Management, Conservatorship, Executor, Safekeeping of Bonds and other Assets. For more information call us at (641) 236-3174 or email fajones@grinnellbank.com |
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