Wealth Management

Trust Services

We offer fiduciary services for trusts of all types and levels of complexity through our sister company, UMB Bank, n.a.

Many estate plans include trusts to control the distribution of your assets, protect you and your family from “predators and creditors,” and potentially provide tax savings.

We offer asset management, fiduciary services and expert advice for all types of trusts at all levels of complexity through UMB Bank, n.a.

Our trust services include:

  • Trust administration—Trustee or co-trustee.
  • Estate administration and estate settlement—Either as personal representative or as agent for an individual personal representative.
  • Charitable trust and foundation administration—Trustee, co-trustee, or agent for an individual trustee or governing officer.
  • Fine art and collectible management
  • Unique asset and real estate administration

Trust services are provided through our sister company, UMB Bank, n.a. and, where appropriate, UMB Trust Company of South Dakota.

Integrity and privacy

As your trustee, we will:

  • Administer your trust as well as oversee mandatory and discretionary distributions to all beneficiaries.
  • Oversee management of the trust investment portfolio.
  • Prepare annual, quarterly, or monthly trust accountings.
  • Prepare and file required trust income tax returns and make required estimated tax payments.
  • Provide safekeeping of trust assets.
  • Process security transactions and collect interest and dividends.
  • Track capital changes, including stock splits, mergers, and reorganizations.

Our trust services and support team brings expertise, high integrity, and utmost privacy to every detail of your estate plans.