- Estate Planning - As a member of your professional team, we work with your attorney to develop and implement an estate plan that meets your needs.
- Trustee - Pueblo Bank & Trust offers professional management of various trusts including living trusts, trusts under will, and life insurance trusts to meet the needs of the trustor and beneficiaries.
- Personal Representative - As a professional and disinterested party, we can efficiently settle your estate.
- Conservator - We put our experience and objectivity to work toward the needs of minors or other persons unable to properly handle their financial affairs.
- Custodial - We will house your assets in an account, collect the dividends and interest payments, settle trades, update your securities with any ownership changes and prepare a statement at year end.
- Not FDIC Insured
- No Bank Guarantee
- May Lose Value