TRUST AND ESTATE ADMINISTRATION

No other local bank has the depth of resources or dedicated trust professionals to serve you.

Our services are designed to make life easier and, best of all, we are right here, in your community.

TRUST ADMINISTRATION -

We recognize trusts can only be as effective as the people who manage them. Our expert staff of Trust and Estate Officers have the maturity and proactive detail orientation to get the job done in a timely and efficient manner.

ESTATE ADMINISTRATION -

The Executor you name in your Will to settle your Estate will take over the helm in executing your Estate plan. We understand the broad responsibilities of an Executor and we are equipped to effectively manage the position in partnership with your family and other professional advisors.

WHY CHOOSE US?
  • We are locally based
  • Continuity - unlike a family member or friend, we will be here when the time comes to manage your affairs
  • Institutional stability and strength
  • Experience
  • Competitive Costs
  • Protection of family interests, free from bias

*Trusts, securities, and insurance products are not FDIC insured or insured by any Federal Government entity. Not bank guaranteed. Not a deposit. May lose value.


Your Trust and Estate Team


Glenn Wassermann, SVP & Senior Trust Officer


Eileen Osterby, VP & Trust Officer

Stacey Nelson, Trust Officer

For an appointment, call 845-341-5030

YOU CAN MAKE A DIFFERENCE WITH A CHARITABLE GIFT !

For people and organizations who want to make a difference through their trust and estate plans, you can make a meaningful, enduring contribution to your community, charity of your choice, and the future, through planned giving.

There are many giving alternatives such as Bequests, Life Insurance, Charitable Remainder or Lead Trusts...in addition to Cash and Securities.

You can be confident that your wishes will be professionally and safely deployed and administered. Founded in 1892, Orange County Trust Company has the professional staff and resources to deliver unparalleled services and back office support, including investment management.* To learn more click here.


Thinking of switching to Orange County Trust? Download your Switch Kit here!