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Trust Services

Our Trust Department is one of the largest in Northwestern North Dakota and Northeastern Montana.  We can provide you with a full range of management services for your assets, real estate, mineral interests, and provide financial security for your family.  In addition, we can provide you with an opportunity to invest funds in bonds, stocks, and mutual funds.  Included below are services provided by our Trust Department.

   

 

Trust Administration

Pension, Profit, & 401K Sharing Plans
Retirement Plans
Personal Agency Accounts
Conservatorships  
Estates  
Estate Planning  
Investment Counseling  
     

TRUST ADMINISTRATION

We administer trusts established by wills, life insurance trusts, as well as irrevocable and revocable living trusts.  If you are interested, please contact our Trust Department.
 

PENSION, PROFIT, & 401K SHARING PLANS

Ideal for companies wanting to establish retirement plans for their employees.  Click here to learn more about 401(K) Profit Sharing Plans.  If you are interested, please contact our Trust Department.
 

RETIREMENT PLANS

Roth, Education, and Traditional Individual Retirement Accounts are available.  We offer rollover IRAs for persons having retirement accounts with a former employer's retirement plan into a personal IRA account without tax consequences.  Also available are Self-Employed Retirement Plans which provide a tax deduction for individuals owning their own business.  If you are interested, please contact our Trust Department.
 

PERSONAL AGENCY ACCOUNTS

We act as your Agent and help you with the management, record keeping, and safekeeping of your investments.  The Agency Accounts we offer include Custody and Investment Management accounts.  If you are interested, please contact our Trust Department.

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CONSERVATORSHIPS (by court appointment)

We serve as conservator for individuals not competent to manage their own affairs.  If you are interested, please contact our Trust Department.
 

ESTATES

We offer experience and expertise as personal representative to see an estate through probate professionally and efficiently.  If you are interested, please contact our Trust Department.
 

ESTATE PLANNING

We will assist in preliminary discussions regarding various estate planning strategies at no charge to you.  If you are interested, please contact our Trust Department.
 

INVESTMENT COUNSELING

We will review investment opportunities with you that best serve your needs and goals.  If you are interested, please contact our Trust Department.

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