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Trust & Estate Services

What’s your greatest hope for the future? Is it peace for your family? Do you hope to provide for your loved ones? Do you want to protect what you’ve worked so hard to earn? A well-thought out estate plan is vital to meet each of these goals.

The link below will lead you to a document that is intended to be a road map for you to follow; a path that will lead you step by step to peace, provision, and protection for your loved ones and your estate. Please take the time to fill this out to the best of your ability. Your answers will influence the decisions we and the rest of your estate planning team make, and the better informed we are, the better we can help you. You've worked hard your entire life. It’s time to let us work hard for you.

Get Started by Filling Out the Road Map to Peace, Provision, and Protection

Our trust services include the following:

  • Personal financial management
  • Bill paying
  • Money collection (health insurance, Medicare, Social Security)
  • Financial planning and investment management
  • Estate planning and settlement
  • Property ownership and taxes
  • Trusts created while living
  • Trusts created under will
  • Burial trusts
  • Philanthropic and religious trust administration
  • And much more

 

Schedule a Free Consultation

Call Julie Versluis at (641) 257-1247 or contact us for more information.