Protecting your wealth for future generations requires careful planning. Whether you want to secure your family's future, significantly reduce and/or eliminate taxes, benefit a charity or simplify the tax reporting and accounting of your assets, we will work with you, your attorney and accountant to implement a plan to accomplish your vision.

The provisions of your plan may address one or more of the following estate planning issues:

Mutual of Omaha Bank is happy to provide the necessary account administration and custodial skills required to carefully and diligently manage your estate plan. Among the services provided are:

• Performance measurement and reporting
• Cash flow management
• Collection and accounting of income and redemptions/maturities
• Cash movement, account-to-account transfers and check writing
• Custodial services
• Tax reporting
• Coordination with other financial and estate planning service providers
• Coordination of account distributions, in accordance with the estate plan
• Probate administration
• Acting to ensure against the sickness, incapacity and/or death of an individual trustee

For additional information, please call us toll free at 866.826.3357.