The Critical Role The Preferred Legacy National Trust Bank Plays in Ensuring Client Wishes Are Fulfilled

At The Preferred Legacy National Trust Bank, we take our role with each family very seriously. We exist to honor legacies, safeguard intentions, and ensure each plan is carried out with precision, compassion, and integrity.

Taking the time to create an estate plan is more than just getting a new stack of documents; it is creating a roadmap for the future. That roadmap often reflects a lifetime of values, sacrifices, and aspirations. Our role as trustee, executor, or agent is to make sure that those intentions are not only respected but also fulfilled exactly as envisioned.

Serving as a fiduciary entails a range of responsibilities. Whether it’s overseeing trusts, managing estates, or coordinating with attorneys and CPAs, our team ensures every detail is handled. From distributions that support loved ones, to charitable gifts that sustain communities, we bring expertise, structure, and consistency to every decision we make. 

A professional fiduciary carries all of the following responsibilities:

• Duty of Loyalty: Acting solely in the best interest of beneficiaries.

• Duty of Prudence: Managing assets with skill, caution, and care consistent with fiduciary standards.

• Duty of Impartiality: Treating all beneficiaries fairly, while balancing competing interests.

• Duty to Inform and Report: Keeping beneficiaries reasonably informed with clear, accurate, and timely accounting.

• Duty of Good Faith: Carry out all responsibilities honestly, in accordance with the trust’s terms and applicable law.

  
  

Life is unpredictable, and transitions often occur without warning. Our clients and their families can take comfort in knowing that The Preferred Legacy National Trust Bank is prepared and capable of managing complexities, resolving conflicts, and providing clarity during uncertain times.

Trust is the basis of everything we strive to be as a company—not just legal trust structures, but the trust our clients place in us to carry forward their life’s work. This responsibility is one we take personally. We see ourselves as partners with families, ensuring their legacies will continue for generations to come.

Since the founding of The Preferred Legacy National Trust Bank, we have grown by building relationships rooted in service. We strive to fulfill promises, protect families, and turn intentions into lasting impact.

Because, at the end of the day, it isn’t only about documents and numbers. It’s about people. Ensuring that every client’s wishes are carried out is not just our job, it’s what truly makes our team The Preferred choice.