Trust Services

Leave a lone star legacy.

There’s something very Texan about the desire to leave a solid legacy. The Jefferson Bank family of companies has advised generations of Texans on the prudent management and distribution of their trusts and estates. We know what it takes to ensure your personal legacy, and we understand how crucial it is to do it in a way that’s right for you. Along with specialized services and strategies, we offer the peace of mind that comes from knowing your financial affairs are being managed properly and safely.

A trust reflects a family’s desire for clarity, continuity, and protection of its legacy. It is a way to ensure their vision – formed over decades of hard work, keen insights, and intuitive planning – is faithfully and respectfully executed. A trust offers protection, privacy, and continuity, but it can also create unique challenges. The professionals at Jefferson Bank Trust provide sound administration of your family trust and comprehensive estate settlement services. Working with our team will assure your goals are achieved.

Some Objectives of a Trust Include:

  • Providing an option to traditional estate administration
  • Planning for management of assets in the event of incapacity
  • Managing unique legacy assets and businesses
  • Carrying out charitable intentions
  • Funding a child’s or grandchild’s education
  • Supporting a family member
  • Protecting and managing family assets for current and future generations
  • Reducing estate taxes*

*Consult your tax advisor regarding reducing estate taxes.

We invite you to learn more about our Trust Services.
To arrange a personal visit, please contact us at (210) 736-7829.

Susan Wiesner

Susan Wiesner
CTFA AEP

Division President
Trust Department

swiesner@jeffersonbank.com

Susan Wiesner
CTFA AEP

Division President

Trust Department

swiesner@jeffersonbank.com