Estate Planning

  • Meet with our wealth management specialists to create an estate plan tailored to your needs and situation.
  • Discuss additional documents needed for your plan, such as a Durable Power of Attorney and Healthcare Directive.
  • Ensure the registration of your assets and beneficiary designations work in conjunction with your plan.
  • Let us team up with your attorney and CPA to ensure your plan is complete.
  • Need other Trust services? Click here!



For more information, contact:
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Anne Flynn
Vice President/Trust Officer
641-428-9412


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Stephanie Van Someren
Vice President/Trust Officer
641-355-2207


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Morgan Smuck
Trust Operations Officer
641-355-2208

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Chanel McIntire
Trust Assistant
641-355-2267





































































































































































Products provided by Clear Lake Bank & Trust's Trust Department are Not FDIC Insured / No Bank Guarantee / May Lose Value.