Administrative Trustee Services
Your trust is our priority. With years of expertise, we carefully develop and implement plans to carry out your intentions. Whether you need help planning your estate or managing the assets of an older family member, we're with you.
- Estate planning
- Estate administration
- Custodial services
Regardless of our role, we're with you.
In legal language, Ameris Bank serves as the "corporate trustee" for estates. But in reality, you will work with a team of friendly, experienced individuals. They'll strive to make you feel comfortable during the planning process and they'll do everything possible to carry out their important duties on your behalf when the time comes.
Estate planning can be invaluable to you and to your loved ones, ensuring your assets will be distributed as you see fit.
- We work with your legal counsel and tax representatives to ensure that you establish the proper legal documents to spell out your wishes.
- Our estate planning documents ensure that your estate will provide financial stability for your loved ones.
- These documents provide direction so that your assets are distributed efficiently and your trusts perform in accordance with your intentions.
Ameris Bank can handle a wide range of tasks related to your estate, ensuring that your loved ones won't be burdened at a difficult time. Here are some of the responsibilities we might handle as executor of your estate:
- Notify beneficiaries
- Collect assets
- File will with court
- Locate trustee
- Probate assets
- Sell assets as needed
- Distribute assets
Ameris Bank provides a range of custodial financial duties for you or a family member, handling account administration and safekeeping of all assets.
- Maintenance of tax and accounting records
- Collection and distribution of income as directed by the governing document
- Investment management
- Charitable giving
- Tax planning
Custody and Safekeeping
We keep a watchful eye on what matters to you. Custodial services are offered through our partnership with Bank of New York/Mellon, providing security for all individual securities held with Ameris Bank. Multi-custodial services allow you to direct Ameris Bank (as trustee) to work with outside investment management firms and their respective custodians, which allows you the flexibility to keep your existing investment manager in place.
Our trust accounting system provides efficient and timely income collection, trade settlements and corporate actions. We provide custodial services for mutual fund investments including reconciliations, income collection and trade settlement. Ameris Bank holds all physical securities in safekeeping with our safe deposit box capabilities.
Ameris Bank ensures professional portfolio management and strategy for all property and assets.
We'll work with you on management of assets held in a trust. Our team can also create strategies to further your financial planning goals, including investment, retirement, tax planning and education planning.
YOUR SUCCESS IS OUR JOB
We're here to help every step of the way.
Ameris Bank is a full-service financial institution serving customers in the Southeast and Mid-Atlantic, with locations in Alabama, Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee and Virginia.
We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation. Financial products made available or recommended by Ameris Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Ameris Bank; and are subject to investment risks, including possible loss of the principal amount invested.