We understand the need for personalized trust and estate administrative services to meet each client’s particular objectives. Our Trust Department offers a wide range of services to meet the individual needs of our clients, including:
• Living/Grantor Trust
• Survivor’s Trust
• Marital Trust
• Decedent Trust
• Charitable Annuity Trust
• Charitable Unitrust
• Grantor Retained Annuity Trust (GRAT)
• Grantor Retained Income Trust (GRIT)
• Trust Under Will
• Special Needs Trust
• Bifurcated Trust
• Irrevocable Life Insurance Trust
• Land Trusts
• Personal Representative
Jon J. Racklin, JD, MBA
Jon is located at the TrustBank™ Financial & Investment Center at 414 E. York St., Olney, IL 62450.
Call Jon at (618) 429-9277 or (800) 766-3451. Email him at: Jon.Racklin@trustbank.net
Assistant Trust Officer
Sara is located at the TrustBank™ Financial & Investment Center at 414 E. York St., Olney, IL 62450.
Call Sara at (618) 429-9266 or (800) 766-3451. Email her at: Sara.Hunt@trustbank.net
Assistant Trust Officer
Lorri is located inside TrustBank™ at 600 E. Main St., Olney, IL 62450.
Call Lorri at (618) 429-9212 or (800) 766-3451.
Email her at: Lorri.Rusk@trustbank.net
Total Life Planning
Your roadmap to prosperity starts with you. We are at the forefront of your financial journey by providing clarity on your family’s goals and situation. Financial knowledge is powerful, we gather data and do ongoing analysis in order for you to make clear and concise decisions on financial and life situations. With TrustBank as your resource, you will have the services and attention you need to create a financial life well lived.
You are at the center of every step of the investing process. We strategically gather information in order to create a customized investment solution tailored to you. We look for greater returns while managing risk using a Core & Satellite approach and utilize thoughtfully integrated managers and investments in order to achieve specific objectives. We are connected to leading global resources, and even more connected to your specific goals.
Trust and Estate Wealth Management
Putting people first and building their lives is our number one priority at TrustBank. We help take care of families by assisting them in every aspect of their life. We provide an array of services to help ensure your trust is proactively administered for growth, protection, and preservation of wealth for future generations.
The strength of your personal or business legacy depends on choices you make along the way. For over a century TrustBank has worked with individuals, families, and business owners to ensure their wealth is transformed into a purposeful and lasting legacy. We understand the holistic picture by getting to know every aspect of you, to ensure you are invested appropriately, you have provided for your heirs and that your wealth is transferred in a fluid and tax-efficient manner.
Customized Lending Solutions
Tactical borrowing and thoughtful use of credit can help you increase the power of your wealth to achieve your goals. We offer a customized approach for all your lending needs. Whether buying your dream home or expanding your business, let us help you get there.
Personalized Wealth Banking
At TrustBank we deliver a personal approach to banking. We find the best financial recommendations to fit your needs. Whether you are needing personal or business banking solutions, we develop tailored banking strategies with advice customized to your individual circumstances while using cutting edge individual and business management solutions.
Serving the community while serving people is at the core of what we do at TrustBank. We participate, work and give back to many different charities throughout the communities we serve. We are continuously inspired by the clients we serve, by their lives, their achievements, and their giving spirit. They inspire us to be dedicated at making a difference in order to better the world.