Trust Department

Solidtrust Bank offers complete Investment Management and Trust Services, providing clients with professional counsel, prepared to assist you though many financial areas of concern. The bank’s trust professionals deliver unsurpassed service and will recommend a complete financial program tailored to your situation.

Our Investment Management and Trust Department can assist you with the following services:

Personal and Fiduciary Services

  • Living Trusts
  • Trustee Under Will
  • Charitable Trusts
  • Gift Trusts
  • Life Insurance Trusts
  • Grantor Retained Interest Trusts
  • Charitable Foundations
  • Guardianship Services
  • Executor Services
  • Estate Settlement
  • Special Needs Trusts
  • Land Trusts
  • IRA's
  • 401k's
  • Profit Sharing Plans
  • Farm Management

Fiduciary Custodian

For Executor or Administrator

Our Trust professionals offer the following custodial services to assist executors and administrators in their respective roles:

  • Safekeeping of all assets
  • Collection of income
  • Distribution pursuant to client direction
  • Periodic consultation at client’s request to review desirability of investment changes*
  • Periodic statements reflecting all cash transactions to attorney or executor
  • Prompt attention to bond calls, maturities, stock splits, stock rights, proxies, exchange offers, mergers and other changes in the status of the security
  • Fiduciary income tax preparation for an additional fee

As custodian, we protect your securities against fire, theft or other hazards, collect matured or called bonds, sell or exercise stock rights on your behalf. We also take care of routine investment chores, providing added peace of mind and security.

If you would like one of our Trust officers to contact you for a personal consultation, please call Dave Conterio at 815-220-2241 or 51 934 38755.

*Clients retain the right to review and approve specific investment changes prior to execution of any trade