A personal trust is an effective way to control your assets now as you plan for their orderly transition and distribution to your family and future generations.
Citizens specializes in helping individuals in areas including investment management, retirement planning and charitable giving.
Citizens trust services can assist you in meeting your investment and retirement goals, and provide you with the trust administration services specific to your needs. Our services include the following:
- Estate Administration
- Trust Administration
- Beneficiary Services
- Estate Settlement Services
- Custodial Services
- Irrevocable and Life Insurance Trusts
- Charitable Trusts and Endowments
To learn more about Citizens Personal Trust Services, please speak to your local Citizens Bank Wealth Management client advisor or ask your Citizens Banker to set up a meeting for you. To contact a Citizens Wealth Management Advisor today, call 1-800-950-2484, or send us a secure e-mail.