Who gets what is why you need a Revocable Living Trust.

Our experienced trust and wealth advisors are ready to assist you in establishing a Revocable Living Trust to help make sure your estate transfers to your beneficiaries according to your wishes.

family eating a meal together

 

You’ve invested a great deal of time and effort into managing your assets and creating your estate.

Ensuring your legacy is controlled and distributed according to your desires is a vital element of your overall estate plan. An effective solution is creating a Revocable Living Trust. It holds your assets in a trust for your benefit during your lifetime. You can serve as your own trustee and when you are no longer able, the trustee you appoint takes over to manage your assets according to your desires.

Get more information about Revocable Living Trusts and Estate Planning here.

 

 

To discover if a Revocable Living Trust is the right choice for you, or to review your current wealth strategy or estate plan, please fill out this form to get in touch with Shawn P. Hughes, Senior Vice President, Estate and Trust Officer.

Notices & Disclosures

Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below:

  • In Person or U.S. Mail : 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
  • Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
  • Email: [email protected]
  • (link sends e-mail)
  • Website: www.dob.texas.gov

Investment and Insurance Products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Deposit products offered by Jefferson Bank. Member FDIC

NMLS# 597833