Trust & Estate Administration

Personal Trust Services – Manage your investments, provide income for your loved ones or pass along your assets and property with confidence. When you establish a trust, a dedicated corporate trustee at Associated Bank Private Wealth makes sure it is handled according to the directions in your trust document and written intent.

Retirement Planning – The key to enjoying the lifestyle you want during retirement is to create an effective investment plan well before you reach your golden years. Associated Bank Private Wealth can outline the steps you need to take now to realize your retirement dreams.

Estate Planning – Careful estate planning can help preserve the wealth you’ve worked so hard to attain by reducing or eliminating estate taxes. We can help you implement your estate plan, allowing you to choose a personal representative, establish bequests, make provisions for disabled heirs, nominate guardians and/or reduce the cost of estate settlement.

Revocable Living Trusts – Set aside assets to pass directly to a beneficiary (or beneficiaries) and spare your loved ones the delay and expense of probate. With a revocable living trust, you reserve the right to make changes or dissolve your trust at any time. We can help plan for and administer this flexible financial tool, giving you control over your assets and their transfer.