Trust and Wealth Management
Trust and Fiduciary
Let us give you and your loved ones peace of mind knowing that your wishes will be carried out by professionals experienced with the many, sometimes complex, aspects of trust and estate administration. Working closely with your legal and tax advisors, North Dallas Bank’s Trust & Wealth Management team can play an integral role in the implementation of your estate plan.
- Revocable & Testamentary Trusts
Whether you’re concerned about who will manage your financial affairs if you become incapacitated, protecting your assets from creditors, minimizing taxes, or taking care of your family’s financial needs after you are gone, a properly drafted trust could be your answer. Let our professionals put their knowledge and experience to work for you.
- Estate Settlement
The prospect of sorting through the many tasks that accompany the passing of a loved one can be very daunting. We can help your loved ones navigate this very difficult time. Appointing North Dallas Bank & Trust Co. as executor of your estate not only relieves them of the obligation of dealing with those many financial details, but also provides comfort and assurance that your final instructions are being followed in a respectful, competent, and caring way.
- Management Agencies
We have assisted many individual trustees and executors in handling the numerous management, administrative, and recordkeeping tasks required in their roles. If you are currently serving in a fiduciary capacity and feel overwhelmed by the job at hand, we can help. Please contact us to learn more.
North Dallas Bank & Trust Co.
Trust | Wealth Management
12900 Preston Road, Suite 300
Dallas, TX 75230
Trust |Wealth Management investments and products:
Are NOT Deposits, Are NOT Bank Guaranteed, Are NOT FDIC Insured, Are NOT insured by any Federal Government Agency, May LOSE Value.