Trust, Investment Management and Fiduciary Services
The selection of your executor or trustee is one of the most important decisions you will make. By working with qualified professionals, you ensure your wishes will be carried out to meet your family’s needs.
Many people choose to use our bank as trustee because we are:
- Objective – a professional, third party
- Accessible – local professionals, available face-to-face for personalized service
- Experienced – professionals educated in trust, tax law and estate administration
- Stable – part of a strong, stable community bank
- Diversified – capable of managing special assets including real estate, personal property, and various investments
- Knowledgeable of fiduciary and tax matters – able to accurately interpret and follow terms of your will or trust, consistent with laws which govern the arrangement and ensure tax requirements are addressed
- Connected – routinely working with other advisors, such as attorneys and accountants
Already a customer?
Sign in to your Trust account here!
Contact us for a no-obligation meeting to discuss how we can best serve your needs!
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Anne Flynn
Vice President/Trust Officer 641.428.9412 Downtown Mason City/Clear Lake |
Stephanie Van Someren
Vice President/Trust Officer 641.355.2207 Clear Lake |
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| Morgan Smuck Trust Operations Officer 641.355.2208 Clear Lake |
Chanel McIntire Trust Assistant 641.355.2267 Clear Lake |
Products provided by Clear Lake Bank & Trust's Trust Department are Not FDIC Insured / No Bank Guarantee / May Loose Value.