Union Savings Bank estate settlement services will safeguard and marshal your assets according to your wishes
With a Union Savings Bank Trustee as your estate trustee and / or executor, we:
  • Bring experience and an objective viewpoint in administering your legacy.
  • Are dedicated to protecting your assets.
  • Are up to date with changing regulations and requirements.
  • Are fair and impartial, guided by your instructions.
  • Can be counted on to carry out your wishes as outlined in your plans.

Meeting with the USB team is the first step.

Let's Start A Conversation

Call us at 866.872.1866 and we'll meet you at a branch, your home, office or anywhere that is convenient.

Email us and we will reply within 24 hours

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We simplify financial planning and investment management services by keeping them under one roof, close by, comfortable and personable.


Our Wealth Management Professionals can guide you through the process of setting up estate trusts and estate plans, designed to protect your wishes.


Securities are not insured by any financial institution insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal.

FINRA Broker Check

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