TRUST SERVICES
Rely on our expert trust officers for personalized services in trust administration, estate planning, and more.
As your Personal Representative (PR), we handle every aspect of estate management with care and professionalism. From locating and securing assets to providing a complete inventory and protecting the estate, we ensure the probate process runs smoothly. We take care of any estate or inheritance tax obligations and distribute assets according to the wishes outlined in your Last Will and Testament. Rest easy knowing your estate will be handled with the highest level of respect and accuracy.
We are honored to serve as your trustee for revocable and irrevocable trusts. Our services include income and principal distributions, bill payment, farm management, tax preparation assistance, and investment management. We pride ourselves on our deep connection to the agricultural community, and we welcome trusts that include farm or ranch land, ensuring your agricultural assets are managed in line with your values and long-term goals.
We offer custodial services for self-directed IRAs, giving you control over your retirement investments while we handle the essential administrative tasks.
When appointed as Conservator, we manage all financial aspects for protected individuals with the utmost care and diligence. Working closely with the appointed Guardian, we ensure that all court-required paperwork is handled and financial reports are completed promptly and accurately.
As a Qualified Intermediary for IRS Section 1031 Real Estate Exchanges, we facilitate the exchange process, helping you defer capital gains taxes and reinvest in your future.
Elkhorn Valley Bank & Trust can act as your agent under a financial power of attorney or agency agreement. Our services include bill paying, tax filing, investment, and farm management, ensuring that your financial responsibilities are met with care and attention to detail.
We are here to help you review your estate plan and ensure it aligns with your goals. During our review, we’ll answer any questions you may have and identify opportunities to strengthen your plan. We can also advise on whether appointing a corporate fiduciary, like Elkhorn Valley Bank & Trust, would enhance the security and effectiveness of your estate.
LEARN HOW WE CAN HELP SECURE YOUR FINANCIAL FUTURE.
Located within the Omaha Avenue Branch (1010 Omaha Avenue, Norfolk), the Trust Department at Elkhorn Valley Bank is eager to assist you. Stop by or call (402) 371-8928 for more information.
Complete our contact form and a member of our team will answer your question or request at their earliest convenience.
Contact Our Trust Department
FROM OUR TRUST SERVICES TEAM
Our experienced professionals work diligently to provide you and your loved ones with the peace of mind and confidence that your assets will be managed how you see fit.
Our connection to Elkhorn Valley Bank, a leading financial institution in the area, allows for additional convenience when working with our team.
“Our trust services team is eager to assist any individual, business, and organization, no matter their unique needs. We take pride in providing personalized, dependable service capable of handling portfolios of any size.”
Tom Hockabout
Trust Services Senior Vice President, Trust Officer
“Our experienced team takes great pride in providing our clients confidence and peace of mind as we assist them through their planning, consulting, and settlement services.”