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Trust & Estate Settlement Services

Case Studies | Investment Management | Trust & Estate Services


Whether you've recently acquired wealth or spent a lifetime accumulating it, we can help you grow, protect and transfer those assets to others, all according to your wishes. Bank of Ann Arbor offers complete services for all your trust & estate planning needs.

Backed with a broad array of specialized services, you can rely on our:

• Professional Money Management. You can count on a long-term advisory relationship and commitment to achieving your objectives.
• Accurate reporting and record keeping
• Personal contact and responsive service from our team of dedicated and experienced trust officers.
• Local decision making on your investments and administration.
• Confidentiality

The specific services we provide our clients include:

• Customized money management
• Accurate asset evaluation and preservation
• Collection and receipt of income (including dividends, interest, royalties, rents, pensions and social security benefits)
• Bill payments and tax payments
• Personal and retirement planning options
• Financial planning

Everyone who owns property should establish an estate plan to ensure that your assets are preserved after your death and distributed according to your wishes. Without an estate plan, the assets you have worked so hard to accumulate may be reduced by taxes and the individuals you wish to provide for may be overlooked. Or you may want to protect your assets for any number of reasons.


Bank of Ann Arbor can act as your financial manager or advisor on an ongoing basis or during a period of disability or incapacity, ensuring that your financial affairs are maintained. You can decide how much management you want or need from us.


Charitable gifting can be a valuable tool for estate and tax planning. Individuals are increasingly choosing to make lifetime gifts to charitable organizations. Tax savings may be attractive through charitable remainder trusts and provide cash flow to the donor from non- or low-income producing assets.


A means of managing assets during your lifetime and providing for loved ones after your death. We can act as your financial manager or advisor for your family members to protect and preserve your estate and make sure your family is taken care of in the manner you wish. In a trust, we work with you and your advisors on a long-term basis to achieve your goals.


These may be short-term or long-term in duration for any organization or individual. Prices are quoted based on the specific services, activity level and monitoring desired.