Trust Services
Our Trust professionals will provide you with the high level of personalized service you deserve. We work closely with you to determine the best strategies to grow and protect your wealth, and can help create a sound future for you and your loved ones. Our services include:
-
A Trust Professional will work with you to provide tailored solutions to protect your assets and professionally fulfill the commitments of the trust or estate.Our highly personalized planning approach includes:
- Strategies to reduce income and estate taxes.
- Proven, professional investment management and trust administration.
- Planned, orderly asset transfers from one generation to the next.
- Assuring your financial independence and personal needs are met.
- Providing a secure future for an elderly or disabled relative.
- Preparing for the day when you can no longer make your own decisions.
- Providing a firm financial footing for your children's future.
- Benefiting a favorite school, charity or religious organization.
-
As your trustee, an OceanFirst Trust Professional works with your attorney to develop a long-term personal trust agreement that:
- Provides a sound financial future for you and your family.
- Minimizes taxes and the costs of probate.
- Ensures that your assets will be properly managed if you become ill or disabled.
- Ensures private, uninterrupted, estate settlement.
- Provides a plan for your care if you become disabled.
-
- We will serve as the custodian for the various investments in your account
- You control the investment decisions.
- Your Trust Officer will buy and sell according to your direction and manage income collection and distribution.
Learn more about Planning Your Estate
Contact a Trust Officer
For more information about OceanFirst products and services, please e-mail us your questions, visit your local branch or give us a call at 1-888-OCEAN33.
Personal Banking
