Trusts

There are a variety of trust options available, and we’ll help you find the right fit for your needs.

 

This type of trust can be changed or canceled during your lifetime. After your passing, assets are distributed to your chosen beneficiaries.

An irrevocable trust generally can’t be changed without beneficiary approval. It allows you to transfer ownership of assets into the trust.

This trust is created through your will and goes into effect after your passing.

Designed for mineral ownership, this trust places mineral interests into a trust while still allowing the original owner to benefit, depending on how it’s set up.

An irrevocable trust created to support charitable giving while allowing assets to be managed and distributed according to your wishes.

Provides support for a surviving spouse, with assets transferring into the trust after one spouse passes away.

Helps provide financial support for education expenses—often used to plan for a child or grandchild’s future.

Supports a loved one with disabilities while helping preserve eligibility for certain public benefits.