Trust Services

At PB&T Bank, we offer a full range of trust and investment services that meet your personal and business needs. Our professional staff will consult with you at no cost to assess your needs and recommend a service that achieves your financial objectives. 

Personal Trust Services

Partner with PB&T Bank for all of your Personal Trust needs. Our experienced staff members possess local expertise in Colorado Estate Planning and Trustee Management, as well as Personal Representative, Conservator, and Custodial services. As a member of your professional team, we work objectively to efficiently settle your estate, carry out your wishes, and execute related administrative duties. Besides our longtime experience in Colorado, the primary benefit of working with PB&T Bank is the peace of mind you can enjoy knowing that your estate will be handled as you wish it to be, without placing the burden of settling it on grieving loved ones. 

Corporate & Institutional Trust Services

Partner with an experienced, local institution for all of your company’s trust needs. PB&T Bank has been helping Colorado businesses succeed since 1889. Choose from a variety of retirement account options to invest your savings in a mix of stocks, bonds, and mutual funds. Utilize our cash management services to maintain liquidity while investing your extra cash balances. And when you need an Escrow Agent, turn to the local expertise of our professional Trust Services staff.

Contact our Trust Services Professionals Today!

Put our experience and resources to work for you. As your professional fiduciary, PB&T Bank is ready to carry out your estate planning, investment, and trust needs. When you contact our friendly staff, you can expect to talk to someone with deep knowledge who understands that every situation is unique and requires personalized service. 

Give our Trust & Investment Services team a call to answer any questions. Learn more about online account access and enroll today!

Investment Products:

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value