Trust Products & Services

Successions. Estate planning. Transfer of wealth.

The larger the estate, the more complex it becomes to serve as executor or trustee. Find the experience you need at JD Bank. We'll work with your other advisors to help craft an estate plan that sets the stage for a smooth transition of wealth.

The expertise to manage your portfolio and control risk.

Managing larger investment portfolios calls for time and expertise. You'll find an abundance of both with the JD Bank Trust Department. We bring a highly disciplined approach to managing your investments, from evaluating your goals to monitoring and rebalancing your portfolio, and controlling risk.

Retirement-ready planning and transitions.

Retirement often means rolling your funds out of a company-sponsored 401(k) plan and into your own IRA. The JD Bank Trust Department can help with this transition. We can also act as a trustee for 401(k) plans, defined benefit plans and other retirement vehicles.