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Estate Planning

Planning & Administration

Idaho Trust has decades of experience acting as Trustee, Executor and Conservator. We are experts in multiple types of trusts. We are trusted partners of Attorneys and CPAs with valuable insight into the setup and execution of your estate plan. We understand that wealth is often measured in generations. Idaho Trust is here for you now and for your heirs in the future.

Stewardship Appointment - Trustee, Executor and Conservator

You can have peace of mind when you designate Idaho Trust as your Executor and Conservator. We impartially execute our duties to accomplish your estate planning goals. Beneficiaries view us as flexible, understanding, timely and accurate. Your trusted advisors view us as expert partners as we work together to minimize taxes and maximize your wealth.

Idaho Trust seeks to provide its services to you with honesty and integrity. We strive to be dependable and accessible. We will help you meet your LifeNeeds™. Contact one of our investment professionals to help you make a LifeNeeds plan and set up an account that works best for you.

Financial Questionnaire

The following questionnaire is designed to help us give you the best service possible. Please print it out, fill it in, and bring it to your meeting with your trust or investment manager. She or he will review it with you and answer any additional questions you might have.

Download your LifeNeeds™ Questionnaire here.

NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE

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If you would like more information on these services, let us know!

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