We offer a wide range of trust and estate planning services to help you provide for your loved ones and minimize taxes. From investment management services to acting as executor for the settlement of your estate, we'll help you determine the right solution.

Investment Management Accounts

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Comprehensive management of your portfolio to meet your investment goals and objectives

  • Customized investment planning
  • We make all investment decisions
  • Collection and distribution of investment income

Personal Trust Services

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The professional support and guidance you need from your Trustee

  • Managing and investing trust assets
  • Distributing trust income and principal according to Trust Agreement directives
  • Keeping detailed records of all transactions
  • Preparing the trust's tax returns

Agent for the Executor/Trustee

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As your agent, we can fulfill your responsibilities as Executor or Trustee of an estate

  • Investment management
  • Record keeping
  • Tax planning and return preparation
  • Accounting and reporting
  • Disclosures
    The products offered by Valley Trust are not FDIC insured, are not deposits or other obligations of the bank, are not guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.