Wealth Management > Trust & Estate Services

Trust & Estate Services

The comfort of knowing your wishes will be honored

For many people, the assets you accumulate during your lifetime generally become the foundation of your family’s financial security. At Montecito Bank & Trust we believe they are too important to be managed by anyone except a professional. Our comprehensive trust and estate services enable you to maintain control over your assets during your lifetime, while also providing you with the comfort of knowing that your wishes will continue to be followed when you are gone.

Estates are best handled through the creation of a trust that is administered by an impartial, independent, experienced and regulated corporate trustee. Your trustee must have expertise in many areas such as asset valuation and management, tax reporting, family wealth transfer, business succession, planned giving and gift administration. We have lengthy experience in all these areas.

Although there are many different types of trusts, ultimately they all are simply vehicles used to carry out your wishes. And while our expertise is substantial – and proven over many years in the community – our focus is always on understanding what you want for yourself and your family.

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