We offer a wide range of trust and estate planning services to help you provide for your loved ones and minimize taxes. From investment management services to acting as executor for the settlement of your estate, we'll help you determine the right solution.

Investment Management Accounts
Investing

Investment Management Accounts

Comprehensive management of your portfolio to meet your investment goals and objectives.

• Customized investment planning
• We make all investment decisions
• Collection and distribution of investment income

Personal Trust Services
Personal Trusts

Personal Trust Services

The professional support and guidance you need from your Trustee

• Managing and investing trust assets
• Distributing trust income and principal according to Trust Agreement directives
• Keeping detailed records of all transactions
• Preparing the trust's tax returns

Agent for Executor/Trustee
Agents

Agent for Executor/Trustee

As your agent, we can fulfill your responsibilities as Executor or Trustee of an estate

• Investment management Record keeping
• Tax planning and return preparation
• Accounting and reporting

Investment Advisory Account
Professional Recommendations

Investment Advisory Account

Take advantage of our professional investment recommendations while you retain all final investment decisions.

Revocable Trust
Revocable Trust

Revocable Trust

An agreement established to meet virtually any financial purpose. It can be the cornerstone of asset accumulation, preservation and estate planning.

Testamentary Trusts
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Testamentary Trusts

An arrangement under the terms of a will by which a Trustee manages assets according to the wishes of the Testator.

Custody Accounts
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Custody Accounts

Professional services designed to grow and protect your legacy.

1031 Exchange Accounts
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1031 Exchange Accounts

An effective tax planning strategy for real estate owners.

Estate Settlement Services
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Estate Settlement Services

Experienced executor services designed to manage your estate.

Escrow Account Services
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Escrow Account Services

Professional services designed to administer estate escrow accounts.

hidden text to fill headerFeatured Articles

3 Important Reasons to Keep Your Will Updated
PLANNING FOR FUTURE

3 Important Reasons to Keep Your Will Updated

Whether you’re just starting a family or already have great-grandchildren, it’s important to have a will and keep it updated. Chances are, however, that like a lot of Americans, you don’t do this as often as you should.

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Eliminate Anxiety About Saving for Retirement
PLANNING FOR RETIREMENT

Eliminate Anxiety About Saving for Retirement

How will you know when you've saved enough money to retire, and when will that be? It’s one of the most common questions a working person can ask, and Valley can help you with the right approach to retirement planning.

Read More
  • Disclosures
    The products offered by Valley Trust are not FDIC insured, are not deposits or other obligations of the bank, are not guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.