NBT Financial Group offers a variety of personal trust options, including Living (Revocable and Irrevocable), Charitable, Testamentary and Life Insurance Trusts.
NBT Financial Group will act as trustee, providing investment supervision as well as custodial and recordkeeping services for personal trust accounts, within the terms of the agreement. Standard services include:
NBT Financial Group can act as agent or custodian for the trustee of a Testamentary or Living Trust. If retained as agent, we perform all the duties required of the trustee on his or her behalf. As custodian, we provide only those services designated by the trustee.