Bank of Clarke Trust Department

With an emphasis on personalized, professional skill, Bank of Clarke Trust Department has helped members of our community with trust administration and investment needs since 1924. Today, our Trust Department offers best-in-class fiduciary expertise with a high level of oversight and accountability.

Our Trust Department features a professionally trained and experienced Wealth Management team skilled in offering trust administration, investment management, estate settlement, private banking and custody services.

Partnering with a national top-100 Registered Investment Advisor, the Trust Department team provides custom fiduciary investment services for trusts, estates, retirement accounts, and individual investment management accounts.  Each portfolio receives personal attention and regular monitoring by a dedicated team of advisors, including an experienced Trust Officer and a fiduciary investment advisor.

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Services Offered:

Trust Administration 

• Expert services provided by a team with 100 years of combined fiduciary experience.

• Regular investment reviews and communication.

• Record-keeping and statements.

• Custody and safekeeping of trust assets.

• Collection of interest and dividends on assets. 

• Service as Trustee or as agent for an individual trustee. 

• Special Needs Trust services.

Fiduciary Investment Management 

• Services of a nationally recognized investment team. 

• Investments management that includes fiduciary principles and regular monitoring.

• Regular investment meetings and communication. 

• Compliant fiduciary record-keeping and reporting.

Estate Settlement Services

• Dedicated and experienced estate settlement personnel.

• Prompt attention to the estate of your family member. 

• Service as executor, administrator, or agent for an individual fiduciary. 

• Competitive and compliant pricing model.

Other Fiduciary Services 

 • Attorney-in-fact under power of attorney, packaged with other fiduciary services.

 • Conservator. 

 • Guardian of Property. 

 • Uniform Transfers to Minors accounts, with service by Bank of Clarke as custodian. 

Private Banking

 • Access to our Private Banking expert, Will Canard for a concierge experience and introduction to products and services available at Bank of Clarke. 

 • Personalized retail services from you dedicated Private Banker. 

 • Access to preferential rates, higher savings yields, and discounted or waived fees or deposits. 

Custody Services

 • Includes safekeeping and reporting.