Fiduciary

Banking you can trust.

You and your family deserve peace of mind knowing that your wishes will be carried out by experienced professionals. Working closely with your legal and tax advisors, our team can play an integral role in the implementation of your estate plan.
NDBT Trust | Wealth Management conference room meeting

Fiduciary

Banking you can trust.

You and your family deserve peace of mind knowing that your wishes will be carried out by experienced professionals. Working closely with your legal and tax advisors, our team can play an integral role in the implementation of your estate plan.

Trust and Fiduciary

Professional oversight can minimize costs, enhance investment performance, and provide your beneficiaries with an unbiased and uninterrupted relationship. Trustees and other fiduciaries must navigate complex legal and tax rules, administrative duties, and at times emotional decisions. Our experts can help alleviate these challenges with objective expertise in a variety of fiduciary roles.

Personal 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, we are here to help. We are competent and compassionate trustees who will work with your heirs through this difficult transition period. Let our professionals put their knowledge and experience to work for you.

Estate Settlement

The prospect of sorting through the many complex 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 NDBT 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 intentions are being followed in a respectful, competent and sensitive way.

NDBT offers skillful guidance and expert solutions for estate settlement and wealth transfer.

Assisting Individual Fiduciaries

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 as an executor or trustee and feel overwhelmed by the job at hand, we can help.

NDBT's Trust & Wealth Management team group photo

NDBT

Trust | Wealth Management

12900 Preston Rd, St 300
Dallas, TX 75230

P: 972.716.7354 | F: 972.716.7356

Trust | Wealth Management investments and products: Are NOT Deposits, Are NOT Bank Guaranteed, Are NOT FDIC Insured,
Are NOT insured by any Federal Government Agency, May LOSE Value.

Find an NDBT Banking Center and ATM near you.

Addison | Dallas | Frisco | Las Colinas | Plano

Visit with a Trust | Wealth professional today.

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