Toll-free (888) 856-8801

Trust Options

SVA Plumb Trust Company provides administrative services through various types of client relationships. Through a traditional trust relationship, SVA Plumb Trust Company acts as trustee for a trust. We also have many clients who do not have trusts or who act as their own trustees; in those cases, we serve as the investment agent for the individual or for the trustee. As the investment agent, we can provide the same types of services such as bill‐paying, estimated tax payments and consulting, but the client retains complete control over distributions.

Account Types

SVA Plumb Trust Company provides trust services for the following types of accounts:

  • Revocable Living Trust
  • Irrevocable Trust
  • Testamentary Trust / Trusts Under Will
  • Charitable Trust
  • Life Insurance Trust
  • Investment Agency
  • IRA
  • Personal Representative
  • Guardianship
  • Custody Only

Additional SVA Plumb Financial Services