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Trust and Estate Planning Services

The Bank of Commerce Trust Department is one of the few remaining full service trust departments in the area. Our experienced Trust Officers can help you with a full array of products and services and can administer trusts, act as executor of estates and act as agent for your personal investments.

Make sure your loved ones receive the benefits of your estate. Don't let the government dictate how your estate will be handled by leaving your estate to chance. No matter how big or small, The Bank of Commerce can help. Our Trust Department can administer trusts that benefit family members or different charities or they can assist you in establishing a trust which can help you now and your loved ones later. Your attorney can put your will into proper legal form, but our Trust Officers can give you helpful pointers on establishing a will. You can even appoint the Bank as personal representative of your estate, assuring an experienced, unbiased handling of your affairs. Contact The Bank of Commerce Trust Department for a no-obligation consultation. 

Retirement Services

The Trust Department can also handle your retirement plans. We can act as agent for your qualified retirement plan including:

  • Profit sharing.
  • 401(k).
  • Traditional IRA.
  • SEP IRA.
  • Roth IRA.
  • Simple IRA.

A Self-Directed IRA allows you to choose a large variety of investments. Visit with the Trust Officers at The Bank of Commerce to discuss the IRA that best fits your needs. If you are self-employed or incorporated, you can qualify to set aside up to 25% of your gross income or $45,000 per year in a combination of tax-sheltered profit-sharing and pension plans in a retirement program through The Bank of Commerce Trust Department. Our Trust Officers can help you set up a plan which allows you to direct your investments with:

  • Stocks - common or preferred.
  • Bonds - government, corporate or municipal.
  • Mutual funds - domestic or foreign.
  • Time Certificates of Deposit.
  • Money Market Accounts.
  • Notes and Mortgages.
  • Real Estate.

Nonbank products are not FDIC insured, are not a deposit and are not insured by any federal government agency. Additionally, nonbank deposits are not guaranteed by the Bank, and subject to loss of principal. 

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