Trust & Estate Services

Trust & Investments

Earning Your Trust

What’s your greatest hope for the future? Is it peace for your family? Do you hope to provide for your loved ones? Do you want to protect what you’ve worked so hard to earn?

A well-thought-out estate plan is vital to meet each of these goals.

Our trust and estate services include the following:

  • Personal financial management
  • Bill paying
  • Money collection (health insurance, Medicare, Social Security)
  • Financial planning and investment management
  • Estate planning and settlement
  • Property ownership and taxes
  • Trusts created while living
  • Trusts created under will
  • Burial trusts
  • Philanthropic and religious trust administration
  • And much more

Chart your path

The button below will lead you to a document intended to be a road map for you to follow — a path that will lead you step by step to peace, provision and protection for your loved ones and your estate. Please take the time to fill this out to the best of your ability. The better informed we are, the better we can help you.

Download the Road Map to Peace, Provision and Protection

Contact us

You’ve worked hard your entire life. It’s time to let us work hard for you!

Schedule a free consultation by calling Julie Versluis at 641-257-1247 or contact the Wealth Management Team for more information.

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