Trusts and Estates
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The LANB Trust Department can be contacted directly at (505) 662-1060.
It's never too early to plan exactly how your finances are managed, protected, and distributed as you wish during and after your lifetime. Not clearly designating your assets through a will or other beneficiary designation can be costly and confusing to your heirs. Today, people from a wide variety of income and wealth levels are planning for the future by developing a comprehensive plan to manage their assets - big or small. We can help guide you in handling your affairs. Please consider us a valued partner when it comes to your comprehensive trust and estate administration.
- We will serve as personal representative of your last will and testament.
- We will serve as trustee of revocable, irrevocable, charitable and special needs trusts.
- We will serve as trustee of court-established settlement trusts.
- We will serve as your financial agent or court appointed conservator.
- We will serve as your agent for bill-paying.
- We will serve as an agent to an individual personal representative or trustee to assist in the administration of probate and trust estates
Wealth Strategies Group
Trust and estate assets may not be FDIC insured; are not guaranteed by the institution; and may lose value.
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