Trust Administration

Every family’s situation is unique, which leads to specialized needs and financial goals. With the family’s direction, working with your legal and tax advisors, we can facilitate the process for establishing and managing Living, Testamentary, and Charitable Trusts.

We know you have a vision for your future, especially when it relates to the protection and distribution of your assets and estate.

Living Trusts
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With a living trust administered by Jefferson Bank, you can enjoy all of the advantages of professional financial management during your lifetime. As your fiduciary and trustee, we will manage your assets for your benefit, and for your eventual beneficiaries, including bill-paying services, payments for support needs in the event of a disability, and ultimate distribution of your financial assets outside of probate.

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Living Trusts
Testamentary Trusts
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With Jefferson Bank as trustee, leaving your assets in a trust that is established in your will provides your heirs with professional management as well as the astute judgment of our trust advisors in evaluating distribution requests. Using a trust can provide a means for regular support payments for your heirs while shielding the assets from creditors. The assets can ultimately pass outside of the heir’s estate, creating a multi-generational wealth transfer.

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Testamentary Trusts
Charitable Trusts
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Charitable Trusts can be an effective way to provide gifts to your favorite charities while also reducing your income tax obligations1.  While there are many different ways to structure a charitable trust, certain trusts provide the benefit of allowing you to see your charitable gifts put to use during your lifetime.

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Charitable Trusts

Frequently Asked Questions

What is trust administration?

Trust administration is the process of managing and distributing assets held in a trust according to the trust document and applicable law. This includes asset management, recordkeeping, distributions, and coordination with tax and legal professionals.

When does trust administration begin?

Trust administration by a Corporate Trustee typically begins when a trust becomes irrevocable, often after the incapacity or death of the grantor. Certain trusts may also require ongoing administration during the grantor’s lifetime.

What are the responsibilities of a trustee?

A trustee is responsible for acting in the best interest of beneficiaries, managing trust assets prudently, following the trust’s terms, and meeting fiduciary and reporting obligations.

Why choose a corporate trustee instead of an individual?

A corporate trustee provides continuity, professional oversight, and impartial decision-making. This can be especially important for long-term or multi-generational trusts or complex family dynamics.

How long does trust administration last?

The length of trust administration depends on the trust terms. Some trusts are administered for a few years, while others are designed to last across generations.

*Non-Deposit Products: are not FDIC insured; are not deposits; may lose value.

Notices & Disclosures

1 Consult your tax advisor.

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

Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.

Schedule a meeting with a member of our wealth management team (210) 736-7600. Or simply fill out this online form.

Wealth Management Services

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