Trust and Estate Services
Our trust department has been a provider of trust services for individuals and families since 1965. We have earned a reputation for unmatched personal service, expertise in all facets of trust administration, and a unique ability to serve as a highly valued team member with our clients' outside professional advisors. Many of our trust professionals have a legal, CPA or a plan administration background that facilitates communications with our clients' outside advisors.
Our trust professionals also complement the work of your banking team members. We have assisted thousands of clients to preserve and enhance their wealth while planning for future disposition to their heirs, individuals, and charities of their choice.
Our trust professionals provide a key role in the management of your wealth by delivering independent, experienced, and objective judgement. They understand that focusing on the attainment of your unique objectives is our number one priority. They maintain flexibility to manage in today's highly volatile markets and routinely engage in bringing clarity and understanding to very complex matters.
Deposit and loan products are offered by Mechanics Bank, Member FDIC and Equal Housing Lender.
Investment management and trust services are offered by Mechanics Bank Wealth Management.
Insurance and brokerage products are offered through LPL Financial, a registered broker/dealer and registered investment advisor, Member SIPC/FINRA.
Investment and insurance products are: