Trust and estate planning
Protect your assets for those people and causes you care about when you take the time to establish a trust at Alerus Financial.
The trust experts at Alerus Financial will work to carry out the directions contained within your will or trust, providing sound advice, maximum financial benefits, and peace of mind.
Alerus Financial’s coordinated team is trained to handle all aspects of this complex and, at times, emotional process. We’ll handle everything on your behalf, from estate valuation to investment and tax planning—even to maintaining family harmony.
The period following a death can be a busy and difficult time. The last thing your loved ones need is the additional responsibility and anxiety of ensuring the will and related financial matters are properly handled. As the personal representative or co-personal representative of an estate, Alerus Financial can reduce stress and uncertainty by providing a variety of services:
From testamentary trusts, revocable living trusts, and estate planning, if you have questions about a will or trust administration, call or contact a relationship manager or trust administrator at Alerus Financial for a free consultation.