Union Savings Bank estate settlement services will safeguard and marshal your assets according to your wishes

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.

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.

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.

Disclaimers

*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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Union Savings Bank and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services.

Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810

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