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Trusts & Estates

A better way to protect your assets

Whatever stage of life you’re in, it’s the right one to start planning how your assets are managed, protected and distributed during and after your lifetime.

Your Personal Representative

We serve as personal representative of estates with objectivity and expertise so you can spare loved ones the burden of a confusing and sometimes complex process and ensure that your final wishes are carried out.

Your Trustee

Trusts can be an effective tool in ensuring you and your loved ones are provided and cared for. We work with you to understand your goals and priorities and can serve as trustee of revocable, irrevocable, charitable and special needs trusts, as well as court-established settlement trusts.

Your Financial Agent

As financial agent pursuant to a Power of Attorney, we can assist with the management of your assets and financial affairs such as bill paying, real estate management and other tasks tailored to your particular needs.

Meet our Advisers

Our team of trust officers is ready to help you with a personalized plan to protect and distribute your assets.

Elinor Paterson Roberts, Senior Trust Officer

Elinor (Ellie) joined LANB after a 25-year career as a private practice attorney focused on trust management. She is proud to uphold LANB’s commitment to its customers and community!

elinorr@lanb.com

Dean Cross, Trust Officer

Dean has over 30 years of experience in accounting, litigation, and trust and estate planning, and is ready to help you make preparations for your financial future.

deanc@lanb.com

Cynthia Wolf, Trust Officer

Cynthia (Cindy) manages agency, trust, and estate relationships, and consults with clients on estate and trust planning. She loves her community and currently volunteers with Big Brothers Big Sisters.

cynthiaw@lanb.com

A trust allows a third party (the trustee) to hold and administer assets on behalf of a beneficiary. Benefits of trusts include the ability to control your wealth, protect your legacy and keep assets private and out of probate. There are many ways to set up a trust, and our advisors are happy to help you identify the right choice for you.

Yes! No matter the size of your estate, a will is important because it allows you to clearly communicate your wishes for your loved ones and your assets. Without a will, the state will decide how and to whom your assets are distributed and your survivors may not receive what you would like them to. Our advisors will help you make sure your wishes are clearly and effectively expressed.

Talk to an advisor

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Disclosures

Not FDIC Insured / Not Bank Guaranteed / May Lose Value / Not a Bank Deposit / Not Insured by any Federal Government Agency

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured / Not Bank Guaranteed / May Lose Value / Not a Bank Deposit / Not Insured by any Federal Government Agency

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