Services - TRUST SERVICES
Trust Services

Ongoing trust administration that upholds your vision for the future

We understand that life takes many different turns along the way. Trusts are flexible tools that can help ensure your hard-earned success is preserved, protected and transferred as you intend. We are committed to providing dedicated, ongoing trust administration that upholds your vision for the future. 

  • Objectivity. We will administer your trust according to your wishes and in a professional and impartial manner.
  • Service.  We will provide timely, responsive customer service to grantors, beneficiaries, and professionals associated with accomplishing your trust objectives.
  • Experience. We have the expertise to carry out all duties associated with serving as your trustee, including trust accounting, coordinating trust tax returns, and the administration of your trust in accordance with its terms.
  • Continuity. We can provide seamless, responsive trust administration and trust portfolio management for as long as your trust endures.

Working with a corporate trustee like Integrity Trust Company can give you the confidence that your vision will be accomplished through our expertise.

Types of Trusts we administer:

  • Charitable Trusts (CRAT or CRUT)
  • Living Trust
  • Irrevocable Trust
  • Special Needs Trust
  • Irrevocable Life Insurance Trust (ILIT)
  • A/B Trust – Marital Trust
  • Generation Skipping Trust (GST)

 If you’re ready for a partner to administer and invest your trust, we look forward to working with you.

Larry Dozier VICE PRESIDENT/TRUST OFFICER

Talk with a friendly Trust officer like Larry.

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Products of Integrity Wealth Advisors are not FDIC insured; are not depositis or other obligations of, or guaranteed by, Integrity Bank & Trust; and may be subject to investment risk, including the possible loss of principal. 

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