Why Would I Need One?

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's 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)
  • Donor-Advised Funds

Funds are not FDIC insured, may lose value, and carry no Bank guarantee.