Plan For Your Future

Planning for your future through wealth management and the inevitable transfer of your assets involves deeply personal issues as well as complex financial, legal and tax considerations. With more than five decades of experience in administering trusts for individuals, corporations and nonprofit organizations, and more than a century of experience in serving their financial needs, Mechanics Bank can help you handle both sides. Our Wealth Management team approaches your situation holistically, carefully considering all aspects. We also take the time to listen and respond to every beneficiary while making sure your wishes are being carried out.

Providing Expertise and Peace of Mind

Many people nominate a friend or relative to serve as trustee or executor. Before you take that step, there are some significant issues to consider. Your trustee or executor is a fiduciary. That role carries not only multiple responsibilities but also corresponding legal and financial liabilities, which can add a considerable burden on top of daily personal and professional obligations.

However, by selecting Mechanics Bank as your trustee or executor, or as the co-trustee or co-executor with someone else you name, you are assured that our professional fiduciaries will manage your assets prudently and impartially in compliance with all applicable laws, and your guiding instructions will be followed carefully and completely.

If you've already nominated an individual to be your trustee or executor, and they are concerned about the details of execution, you can retain us as your agent. We can assist your trustee with asset management, record keeping and reporting and other fiduciary responsibilities, while maintaining the same high standards of care and integrity.

Pass down a legacy and provide for the people you care about 


Trust Services to Meet Your Needs

Your trust can hold financial assets including cash or investment securities, as well as non-financial assets that we can help manage, including real property assets and closely-held assets such as corporations or limited partnerships. We can serve as your trustee or agent for the following types of trusts:

    • Marital and family trusts
    • Special needs trusts
    • Testamentary trusts
    • Qualified domestic trusts (QDTs)
    • Charitable remainder trusts (CRTs)
    • Grantor retained annuity trusts (GRATs)     
    • Inter vivos (living) trusts
    • Post-death administration and
      estate settlement

We turn goals into action plans.

We’ll develop a plan that meets your needs, regardless of how simple or complex they may be. Start planning, today. Simply send an email to connect with the Wealth Management Team.