Choose USB as your estate trustee or executor.
While your first inclination may be to appoint a relative or friend as estate trustee for your important affairs, it’s important to realize that they are not usually professionals familiar with the intricacies of the legal requirements and may not always be objective when carrying out trustee services based on your plans. Worse, they could pass away or relinquish the estate trustee responsibility to another party.
Instead, consider leaving the role of estate trustee and executor to an objective Connecticut Weath Management entity such as Union Savings Bank Trustee Services.
- 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.
INVESTING & FINANCIAL PLANNING
We simplify financial planning and investment management services by keeping them under one roof, close by, comfortable and personable.
TRUST AND ESTATE PLANNING
Our Wealth Management Professionals can guide you through the process of setting up estate trusts and estate plans, designed to protect your wishes.
*Individuals listed and services offered are not affiliated with Raymond James.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities and investment products and services are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Union Savings Bank is independent of Raymond James.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.