Irrevocable & Charitable Trusts

Whether you are in need of a corporate trustee or an agency account to manage investments for your irrevocable and charitable trust accounts Devon Bank Trust and Wealth Management Department can help.

Specialized Trust Administration

  • Marital Trusts
  • Family Trusts
  • Testamentary Trusts
  • Charitable Lead Trusts (CLUTs, CRUTs)
  • Charitable Remainder Trusts (CRUTs, CRATs)
  • Private Foundations
  • Qualified Personal Residence Trusts (QPRTs)
  • Irrevocable Life Insurance Trusts (ILITs)
  • Not FDIC insured. May lose value. No bank guarantee.