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Estates and Trusts

Estate Planning Solutions

Our estate and trust solutions are designed to meet your clients' individual needs. We are committed to finding the right solution, no matter how complex the circumstance and regardless of estate size. We work with all clients, not just those with high net worth.

Concentra Trust can assist clients making estate planning decisions and provide information when a corporate executor, power of attorney or trustee is appropriate for their situation.

Our fees are competitive with other national trust companies. Whenever possible, we provide full disclosure of administration fees in advance.

Call 1.800.788.6311 # 1888 to speak with a trust specialist

Concentra Trust offers complimentary safekeeping for your clients’ Will,
trust indenture or power of attorney when named executor, trustee or attorney.