Maintaining financial security for yourself and your heirs

You've worked hard to achieve financial success. But have you ever thought about how you will maintain your financial security if something happens to you? We can help. Our trust administrators have the expertise, the time, the resources and a philosophy that puts you first.

Trusts can accomplish most estate and financial-planning objectives. However, when you structure a trust, you should be aware that it is only as effective as the Trustee who administers it.

That's why it makes sense to turn to the experts — the professionals at Washington Trust Bank. Together with your attorney, CPA or other trust professionals, we can provide guidance and advisory services today to support your financial security tomorrow.

A comprehensive range of trust services

It is commonly assumed only marketable securities can be placed in a trust but this is not so. Our expertise extends to the administration of managing real estate, privately owned businesses and other kinds of property.

We offer:

• Trust administration including testamentary trusts, living trusts, charitable trusts, public and private foundations, guardianships and more

• Estate plan consulting and settlement

• Professional investment management

• Consulting services for estate and retirement plans, IRA options, life insurance and stock-option strategies

• Trust and estate-related tax return preparation

• Bill-paying and record keeping

• Real estate management

• Farm management

• Cash management and custody services

• Web-based account and management tools

Why hire a corporate trustee?

The reasons for establishing a trust are as varied as the people who have them.

Trusts can accomplish an almost unlimited number of asset management and financial planning objectives. However, when you setup a trust, you should be aware that your trust is only as effective as the trustee who manages and administers it.

Many people assume you can put only financial assets in a trust — things such as savings accounts, stocks, bonds, etc. But this is not so. We are experts on the administration of managing real estate, privately owned businesses and other kinds of property.

The oldest and largest closely held bank in the Northwest, Washington Trust Bank and our highly skilled professionals have successfully supported families, companies and organizations in the Northwest with financial services for over 100 years.

As a corporate trustee, we have the people, expertise, technology and efficient communication to make your trust planning successful.

Stability: 100+-year history as a closely held bank in the Pacific Northwest

Expertise: Highly experienced and credentialed professional administrators

Unbiased Investment Management:

• No proprietary investment funds or inventory to "sell"

• Salaried administrators and portfolio managers

• Independent research to avoid conflict of interest

• Independent performance reporting to ensure accuracy

Superior service: No centralized call centers

Together with your attorney, CPA or other trust professionals, we will provide you with the guidance and advisory services that will assure your financial security.

Put your trust in our team

Whether you want help managing and growing your current investments or choose to place your wealth in trust with us, our job is to help you manage your resources so you can meet your short - and long-range goals. Call us today and find out why customers in our region have trusted us with their financial futures for generations.