Trust & Estates
Whether you are building your assets or protecting your legacy, let Texas Regional Bank provide the professional expertise you need to ensure your success.
We offer the following services:
- Estate considerations
- Service Estate
- Administration and Guardianship
An Important Aspect of Financial Planning
Planning for the disposition of your Estate and for the proper transfer of assets is essential in ensuring that your financial legacy is used for the purposes you intended. With your Estate Plan in place, Texas Regional Bank’s Trust Division will be ready to serve as the Independent Executor of your Estate and Trustee of any trusts created under your Will. We will ensure that your directives are administered accordingly. We have handled that important task for generations of clients.
You Make the Decision and We Handle the Paperwork
For some of our clients, setting up a Custodial Account is the ideal combination of control and convenience. While you make the investment decisions, we will provide professional assistance with asset custody, record-keeping, and other administrative tasks. With a Texas Regional Bank Custodial Account, you can be as involved as you want to be with your investments and count on us to handle the details.