Trust and Fiduciary
Let us give you and your loved ones peace of mind knowing that your wishes will be carried out by experienced professionals. Working closely with your legal and tax advisors, our Trust & Wealth Management team can play an integral role in the implementation of your estate plan.
Revocable & Testamentary Trusts
Whether you’re concerned about who will manage your financial affairs if you become incapacitated, protecting your assets from creditors, minimizing taxes or taking care of your family’s financial needs after you are gone, a properly drafted trust could be your answer. Let our professionals put their knowledge and experience to work for you.
The prospect of sorting through the many tasks that accompany the passing of a loved one can be very daunting. We can help your loved ones navigate this very difficult time. Appointing North Dallas Bank & Trust Co. as executor of your estate not only relieves your loved ones of the obligation of dealing with those many financial details, but also provides comfort and assurance that your final instructions are being followed in a respectful, competent and caring way.
We have assisted many individual trustees and executors in handling the numerous management, administrative and recordkeeping tasks required in their roles. If you are currently serving in a fiduciary capacity and feel overwhelmed by the job at hand, we can help.