At Oregon Pacific Bank, we build lasting relationships by offering expert trust and fiduciary services that provide peace of mind. With personalized support from our local trust officers, your family’s future will be in experienced hands. Our professional team is ready to help you navigate complex financial decisions and protect your legacy.
Oregon Pacific Bank Trust Services offers products that are not insured by the FDIC, are not deposits, and may lose value.
You can trust Oregon Pacific Bank as your local, professional fiduciary to manage these important roles. Our team, led by experienced trust officers, is dedicated to helping you create a secure financial future for your family.
Preserve your assets during your lifetime and ensure a seamless transition afterward. Avoid the complexities of probate and ensure your wishes are fulfilled.
Manage your investments and financial matters under a Durable Power of Attorney or Management Agreement, offering ongoing professional oversight.
As court-appointed conservators, we safeguard the assets and distribute funds for the care of a protected person, ensuring all fiduciary responsibilities are met under court supervision.
Manage specialized trusts, including educational, special needs, and spendthrift trusts. We handle everything from asset management to discretionary distributions.
Fulfill your philanthropic goals while ensuring financial protection for you or your heirs. We manage distributions and tax filings, providing ongoing stewardship for charitable initiatives.
Appointed as your personal representative, we will manage your estate’s settlement, handling probate, distributing assets, and ensuring all legal and tax obligations are met.
Personalized investment management designed to meet your financial goals. Our philosophy emphasizes disciplined, objective advice to maximize returns and preserve wealth. We oversee a variety of assets, including real estate, timber, and agricultural holdings, tailored to your specific objectives.
Special Needs Trusts: Protect government benefit eligibility while ensuring ongoing care for your loved ones.
Family Foundations: Create a lasting legacy of philanthropy with professional management of family foundations, ensuring that your values endure for generations.
Appointing a corporate trustee like Oregon Pacific Bank ensures that your assets will be managed with professional objectivity, impartiality, and expertise. Corporate trustees have the resources, knowledge, and oversight necessary to handle complex trust and estate issues, offering continuity that individual trustees may not be able to provide. Our services ensure:
A corporate trustee is a professional trust company or bank that manages the assets and wishes detailed in your trust, providing expertise and continuity that ensures your estate is handled according to your instructions.
No. If you use a revocable trust, you can change your trustee at any time. Even with an irrevocable trust, you or your beneficiaries may retain the right to make changes under certain circumstances.
Trust assets are kept separate from bank assets and are protected even if the bank fails. Regulatory oversight ensures all fiduciary responsibilities are met, providing you with peace of mind.
To explore how Oregon Pacific Bank’s Trust Services can benefit you and your family, we encourage you to schedule a personal consultation with one of our local Trust Officers. We’re here to guide you through the complex decisions needed to protect your financial future.
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COOS BAY | EUGENE | FLORENCE | MEDFORD | ROSEBURG | PORTLAND
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