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Trust and Estate Planning Services

Protect your wealth for future generations. Get the trust and estate planning services you need from a team you can trust.

How Our Trust and Estate Planning Services Help You

When you know your estate planning needs are taken care of, you can enjoy the peace of mind that comes with careful planning. Whether you want to secure your family's future, reduce taxes, benefit a charity or simplify tax reporting and accounting, we will work with you to accomplish your vision for your estate.

From cash flow management and probate administration to tax reporting and protecting against problems caused by incapacity or death, our experienced team of professionals helps with the orderly and diligent management of your estate.

Mutual of Omaha Bank's Trust and Estate Services

We can help you understand the advantages of a will and a trust, and coordinate strategy sessions with your attorney and/or accountant to develop or update your estate plan. Your plan may address:

  • Administration of irrevocable and revocable trusts
  • Wills
  • Revocable living trusts
  • Family wealth transfers
  • Gift planning
  • Charitable gifting
  • Charitable trusts
  • Private Foundations
  • Family partnerships and/or LLCs