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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.

trust

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:

  • Centralized, coordinated estate administration services including title transfer, asset allocation, bill paying, coordination of information needed for income tax preparation, investment planning, and more.
  • The benefits of the latest software and related services including: investment pricing, computer-generated transaction reports, fiduciary, and estate tax returns.
  • Impartial mediation and family conflict-resolution done respectfully and in complete confidentiality.
  • Peace of mind in knowing important financial matters are in good hands, allowing family members to focus on their emotional well-being.
  • Accurate and efficient administration conducted by professionals with a highly-specialized area of expertise.
  • Dependable, experienced assistance in choosing attorneys, accountants, appraisers, and other key advisors.
  • Proper tax and financial planning with an administrative focus for maximum transfer of wealth from generation to generation.

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.

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Doug Carpenter

Trust Manager

Corporate Center, Grand Forks

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Sandy Korbel

Wealth Management Advisor/Fargo Trust Manager

Alerus Financial Center, Fargo


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Investment Products: >Not FDIC insured >No Bank Guarantee >May Lose Value