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Trust & Estate Planning

Do you need a trust?

How do you know when the right time to start planning an estate is or where to start? Do you need a trust? Citizens Bank & Trust’s Wealth Management division can assist you with right where to start and how to organize your financial documents so that you can have confidence in the future of your assets. Our trust officers will help you to:
  • Create a plan that considers how you want your money to be managed and keeps you in control
  • Understand the benefits of a trust
  • Assign beneficiaries
  • Reduce estate taxes
  • Protect and grow your assets
Use our financial calculators to get started